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Tracking

Processes and tasks

Tallyfy has two icons on the left navigation:

  • Tracker - which lets you track the high-level status of any process you’ve launched. Think of this as the “10,000 foot view”
  • Tasks - which lets you track individual tasks - either one-off tasks or those that belong to a process. Think of this as the “10 foot view”.

Tracker View > Organize processes

Tallyfy enables process organization through tags and folders while offering customizable filtering options in Tasks and Tracker views for efficient workflow management.

Tracking And Tasks > Tracker view

A versatile process monitoring interface offering both board and table views with customizable filters to track process statuses efficiently.

Tracking And Tasks > Tasks view

The Tasks view offers a comprehensive display of all assigned tasks with customizable filtering options to manage both process-linked and standalone tasks efficiently.

Tracking And Tasks > More about tasks

Tallyfy distinguishes between standalone ad-hoc tasks and process-linked tasks, with the latter being more common due to the platform’s focus on recurring process management.