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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

Users can effectively sort and manage their processes through tags folders and customizable filtering options in both Tasks and Tracker views.

Tracking And Tasks > Tracker view

The Tracker offers a customizable interface displaying process statuses through either a card-based board view or a configurable table format with filtering capabilities.

Tracking And Tasks > Tasks view

The Tasks view displays all assigned tasks with filtering options to sort through personal assigned unassigned and completed tasks while enabling creation of ad-hoc tasks.

Tracking And Tasks > More about tasks

Tallyfy distinguishes between standalone one-off tasks and process-linked tasks while primarily focusing on managing recurring processes within its workflow system.