Skip to content
Tallyfy

Milestones

Organizing steps with milestones

Milestones group your template steps into collapsible sections. They’re optional - steps without a milestone appear in an “unmapped” section at the bottom.

Creating a milestone

  1. Open your template in edit mode
  2. Click Create milestone
  3. Enter a name (max 250 characters)
  4. Click Accept

Managing steps in milestones

  • Add steps: Drag steps into a milestone section, or create new steps while a milestone is selected
  • Move steps: Drag between milestones, or drag to unmapped to ungroup
  • Reorder milestones: Drag milestone headers to change their order

Renaming and deleting

Right-click a milestone header to rename or delete it. Deleting a milestone moves its steps to the unmapped section.

Milestones in running processes

When you launch a process, milestones carry over. Tasks appear grouped under the same collapsible milestone sections.

Milestones in exports

CSV exports include milestone_id, milestone_name, and milestone_position columns. Tasks without a milestone show empty values.

Documenting > Templates

Templates in Tallyfy serve as reusable workflow blueprints that capture every step and decision point in business processes and when launched they automatically assign tasks send reminders and track progress while enabling organizations to document their best practices once and run them consistently thousands of times with the ability to improve based on real data and feedback.

Tracking And Tasks > An overview of processes

A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.

Processes > Process lifecycle management

Tallyfy process lifecycle management involves five phases - create templates with logical organization and detailed instructions, launch customized instances with proper context, execute tasks sequentially, monitor progress through tracker views to catch issues early, and complete processes while analyzing data for continuous improvement.

Templates > Using folders for templates

Organizing templates in Tallyfy through folders and subfolders helps teams quickly locate workflow blueprints among large libraries while keeping template organization separate from the folder system used for active running processes and tasks.
Get in touch
About Tallyfy