The first and leading assignment automation platform
Amazingly intuitive
Legendary support
Built for integration
Client facing
Do it for me
Excited? You won't find this elegance & power in any other system
Beautiful client experiences
Tallyfy gives you unlimited, free assignment of tasks and forms to automate data collection from outside clients. They see your custom branding and they get "one link for life" that requires no signup or login.
Everyone must complete
Efficient teamwork requires a simple way to automate accountability. If 4 people are assigned - all 4 need to complete the task. Eliminate the stress of back-and-forth chats and emails to achieve consensus.
This is not another comment
Commenting is great, until you're buried in an ocean of hundreds of random comments - and you have no idea what's actually important and what's noise. Report an issue to segment your chats beautifully.
If this - then that
So many tasks are "Not applicable". Automate decisions to prevent mistakes. Reduce long, irrelevant lists into short, relevant tasks. Use rules to hide and show tasks. Make workflows amazingly clear.
Structured fields
Collecting information via chat, email or documents is a mess - you get a jumbled pile of responses in random formats. Structured form fields in Tallyfy formalize responses and make data usable and organized.
Approve / Reject
Make decisions so easy that it literally takes one click to move on. Save a ton of wasted time and prevent uncertainty and stress at work.
Every process involves a flow of information
Tallyfy lets anyone document and run all kinds of repeatable processes. The power of systems is in your hands. You can really scale and systemize your operations to differentiate and win.
Beautiful snap-ins to your existing systems
Tallyfy empowers you to create and run custom workflows in your team
Watch the video (demo) below!
[tabby title=”Summary” open=”yes”]
Define your forms, approvals and processes
Start with everyday needs
- One place to see your services and processes
- Kick off approval workflows using web forms
- Update SOP’s to eliminate versioning chaos
- Define which job title does what
Real-time workflows for employees and clients
Be the best manager on Earth
- Works without leaving Outlook or Gmail
- Integration via webhooks and API
- Real-time tracking for all your processes
- Branching automates your decisions
Process improvement for any size of business
Gain competitive advantages
- Handle process variation without flowcharts
- Integrate via open API and SSO
- Integrate any AI/RPA into tasks
- Stream analytics to your BI system
[tabby title=”Define”]
Define
Simplify business processes into clear and actionable tasks, forms and approvals.
Create your blueprints
Define how a process is done. Get consensus from everyone.
Organize blueprints
One, beautiful place for all your processes.
Add rich detail
Specify supporting links, documents and instructions.
Add smart forms
Collect structured data in any kind of form field.
Auto-assign work
Pre-set who is doing what. Automate approval chains.
Apply relative deadlines
Automate deadlines that are dependent on other tasks.
Apply process rules
Define the flow of decisions and actions via conditions.
Make tasks flexible
Make some tasks mandatory and some optional. This is not a flowchart!
Add one-off tasks
Add one-off tasks as personal to-dos or even to an existing process.
Kick off processes from a form
Have a “request form”? Place it right at the beginning.
[tabby title=”Track”]
Track
Track the status of all your work in one place. See who is doing what, when and how.
Process Tracker
A beautiful place to track the real-time status of everything.
Progress bars
See status without a single meeting, email or phone call.
Task lists
See the workload of your coworkers too.
Real-time notifications
Keep up to date with a live-stream of notifications.
Audit trails*
Reliable logs showing exactly who did what, and when.
[tabby title=”Share”]
Share
Tallyfy is specially designed to help you work with people inside and outside your company.
Assign coworkers
Assign tasks, forms and approvals to multiple coworkers.
Assign guests
Drop a task or form securely to your clients.
Have a conversation
Focus your chat in the context of actual work to be done.
[tabby title=”Prioritize”]
Prioritize
Everyone knows exactly what’s next and what’s important.
Custom process views
Filter and watch the specific processes that matter to you.
Issue reporting
Issues are not just comments. Highlight and resolve issues beautifully.
Deadline status
See what’s on time, due soon or running late to make informed decisions.
[tabby title=”Automate”]
Automate
Automate any decision-making process with a beautifully simple yet powerful rules engine.
Conditional branching
Hide and show tasks based on other steps and form fields. Mimic flowcharts.
Deadline rules
Escalate an action when a task is completed on-time or late.
Form rules
Trigger actions that are conditional on information captured in form fields.
Approval workflows
Quickly build YES-NO approval workflows that take different paths based on outcome.
Loop and repeat*
Loop, repeat and clone a task.
[tabby title=”Manage”]
Manage
Set, control and customize access and settings according to your needs.
Tags
Search and organize blueprints and processes with tags.
Email reminders
Set how you get notified about tasks and actions in Tallyfy.
Branding
Add your logo on the Tallyfy dashboard. Brand emails (coming soon).
Analytics
Pipe CSV exports and real-time streams to BI tools for process improvement analysis.
[tabby title=”Integrate”]
Integrate
Connect with and trigger actions to and from your favorite systems.
[tabbyending]
Note … ‘*’ indicates this feature is coming soon.