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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.

Tracking And Tasks > Tracker view

The Tracker view offers a customizable dashboard displaying process statuses through either card-based or table layouts while allowing filtered views for efficient workflow monitoring.

Tracking And Tasks > Tasks view

The Tasks View provides a comprehensive to-do list interface where users can monitor individual tasks filter by various criteria create one-off tasks and manage assignments across all work in Tallyfy.

Tracker View > Manage and track my processes

The Tracker view enables comprehensive process monitoring by displaying running processes as cards with status indicators sorting options and filtering capabilities to efficiently track workflow progress and task completion.

Tracker View > Organize processes

The platform enables efficient process organization through folders favorites filtering and archiving while providing comprehensive tracking capabilities in both board and table views.