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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 all process-related actions through a detailed log accessible via Settings and Activity tab in the Tracker.

Tasks > Advanced tab

The advanced tab offers powerful customization options including process launching mandatory tasks locked access webhook integration guest permissions and unique step aliases to enhance workflow management and automation capabilities.

Documenting > Templates

Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.

Templates > Tags

A comprehensive guide on managing organizing and filtering templates and processes using Tallyfy’s tag system through various settings and options in the platform.