Navigation Basics

Navigating Tallyfy Efficiently

Efficient navigation is key to being productive. Let us learn the most common patterns.

Finding Your Tasks

1. Click TASKS in the left sidebar
2. Tasks are grouped by due date: Overdue, Today, This Week, Later
3. Use filters to narrow your list: All Tasks, My Tasks, Watching

Finding Active Processes

1. Click TRACKER in the left sidebar to view all active processes
2. Filter by template type, status, or date range
3. Use search to find by name, template, or participant

Finding Templates

1. Click TEMPLATES in the left sidebar
2. Browse by category or use the universal search
3. Templates are organized: My Templates, Shared, Organization

Quick Actions

Universal Search: Use the search bar at the top to search across templates, processes, tasks, snippets, and team members.

Create One-Off Task: Press Ctrl + Option + T (Mac) or Ctrl + Alt + T (Windows) to quickly create a standalone task.

Launch Process: Press Ctrl + Option + P (Mac) or Ctrl + Alt + P (Windows) to open Templates and launch a process.

+ CREATE Button: Click the + CREATE button in the sidebar to start new workflows, templates, or tasks.