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Track activity

How to see all activity in a template

You’ve now got a detailed view of all activities on templates with the new ‘Activity’ stream feature in Tallyfy!

With this feature, you can easily access a log of all the actions performed on your templates. This includes updates to BP titles, descriptions, and KO form fields, as well as archiving/unarchiving, adding tags, creating/editing process instructions, managing webhooks, and more.

To view the activity trail, simply follow these steps:

  1. Choose the template you want to view from the ‘Templates’ view.

  2. Click on View > Activity

Access Activity Tab
  1. Scroll through the log to see all the actions that have been performed.

Please note that only Admins and members with access permission to the template will be able to view the Activity Trail.

That’s it! Now you can easily keep track of all the changes and updates made to your templates in Tallyfy. Happy organizing!

Tracker View > Check process activity

The Activity stream feature enables users to monitor detailed logs of process-related actions through the Settings menu’s Activity tab in the Tracker view.

Tasks > Advanced tab

The advanced tab offers powerful customization options including process launching, mandatory task settings, assignee requirements, task locking, webhook integration, guest access control, and step alias identification for enhanced workflow management.

Documenting > Templates

Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.

Templates > Tags

Tags in Tallyfy enable users to efficiently organize, manage, and filter templates and processes through customizable labels that can be added, edited, and removed within the organization’s settings.