Tracking Process Status

Monitoring Your Processes

Once processes are running, Tallyfy provides multiple ways to track progress and stay on top of work.

The Processes View

Access all running processes from the left sidebar:

  • See all active processes at a glance
  • Filter by template, status, assignee, or date
  • Search by process name or content
  • Sort by due date, start date, or last activity

Process Status Indicators

StatusMeaning
ActiveProcess is running, work is happening
On TrackAll deadlines are being met
At RiskSome tasks approaching deadline
OverdueOne or more tasks past deadline
CompletedAll tasks finished
ArchivedCompleted and archived for reference

Tracker View

The tracker view shows a visual timeline of your process:

  • See all tasks in order from left to right
  • Completed tasks shown in green
  • Current tasks highlighted
  • Future tasks shown as upcoming
  • Click any task to see details and take action

Progress Percentage

Each process shows completion percentage based on:

  • Number of completed tasks vs total tasks
  • Updates in real-time as work progresses
  • Visible in list view and process detail

Activity Feed

Every process has an activity feed showing:

  • When steps were completed and by whom
  • Comments and discussions
  • File uploads and changes
  • Assignment changes
  • Timestamps for audit trail
Dashboard Tip: Your homepage dashboard shows processes that need attention: overdue, due today, and recently active. Check it daily to stay on top of work.
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