Skip to content

Tracking

Process and task tracking options

Tallyfy gives you two main views in the left sidebar to track your work:

  • Tracker View: Shows a high-level overview of all your running processes. Think of it as the “big picture” view to see how entire workflows are progressing.
  • Tasks View: Shows a detailed list of individual tasks, whether they are part of a process or one-off tasks. This is the “to-do list” view, focusing on specific actions.

Use the Tracker view to monitor overall progress and the Tasks view to manage your specific assignments.

Tracker View > Manage and track my processes

The Tracker view provides comprehensive process monitoring through sortable and filterable cards displaying key information like status task completion dates and assignments with color-coded indicators for tracking progress.

Tracking And Tasks > Tracker view

The Tracker view offers a comprehensive overview of running processes through customizable board and table formats while allowing users to filter and monitor workflow progress efficiently.

Tracker View > Check process activity

The activity log feature tracks all actions and changes within a running process including task completions comments and deadline modifications which can be accessed through the Settings menu by administrators and authorized members.