TallyWeek documentation
Everything you need to run TallyWeek as work management software for a small team: guides for the app, a reference for the REST API and setup steps for the MCP server.
How the docs are organised
The guides walk through the app in the order you will meet it: the workspace, boards and columns, automations, forms, import, recurring items, the client portal, approvals, time tracking and invoices, permissions, public links and sprints. The last four are references for developers and for anyone connecting an AI assistant, a webhook or a calendar. Each page has a short table of what it covers at the top, so you can skim before you read.
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Getting started
Create an account, name your workspace, start a board from a template, invite your team and install TallyWeek on your phone.
Learn moreBoards and columns
Groups, items, subitems, the 19 column types, saved views, filters, favourites, archive and trash.
Learn moreAutomations
Every trigger and action, how rules are stored per board, the daily due-date check and three recipes to copy.
Learn moreForms
Publish a public form for any board, choose the fields, share the link and turn each submission into an item.
Learn moreCSV import and templates
Upload or paste rows, map columns to fields or new columns, up to 5,000 rows. Save items as templates and set a board default.
Learn moreRecurring items
Daily, weekly, monthly or yearly repeats, skip weekends, skip or pause, moving one date or the series, what the next occurrence copies, and checklists.
Learn moreClient portal
Brand a portal, choose the boards and groups clients see, invite contacts by email, and allow comments and requests.
Learn moreApprovals
Steps in order or everyone at once, any or all rules, outside reviewers by email link, reminders and new versions.
Learn moreTime tracking and rates
Timers, manual entries, weekly timesheets, billable and cost rates with start dates, budgets with alerts and time reports.
Learn moreInvoices
Invoices from billable time: lines by item or person, tax and notes, draft, issue and void, and print to PDF.
Learn morePermissions and sharing
Workspace roles, board roles, private boards, guests, the permissions matrix and how API keys are clamped.
Learn morePublic links
Share a board as a read-only page, table or kanban, with or without people, and reset the link to revoke it.
Learn moreSprints and workload
Estimate formats, board and workspace-wide sprints, the Sprint filter, burndown, closing a sprint and capacity from working hours.
Learn moreREST API
Base URL, authentication, the response envelope, scopes and every v1 endpoint with its body and required scope.
Learn moreMCP server
Connect Claude, ChatGPT, Claude Code or Cursor to your workspace and drive boards from an AI assistant.
Learn moreIntegrations
Webhooks with an HMAC-SHA256 signature, Slack messages, the seven events, the delivery log, Zapier and Make, and email to board.
Learn moreCalendar feed
Subscribe to your items from Google, Apple or Outlook calendar, and reset the link if it leaks.
Learn morePlan limits mentioned in the docs
The Free plan includes up to 3 members, unlimited boards and items, all six views, automations, public forms, My Work, dashboards, docs, recurring items, CSV import, the client portal, approvals, time tracking and invoices, integrations, sprints and goals. Guests, private boards, custom role permissions and API and MCP keys are part of the Pro plan. See pricing for the full comparison.
Start a free workspace for your team.
14 days of Pro with no card, then Free for up to 3 members with every view and every automation.