Tracking And Tasks > Tasks view
The Tasks view in Tallyfy is your master to-do list - showing all tasks from every running process plus standalone one-off tasks, with filters for assignee, status, tags, and more.
Tracking
Tallyfy gives you two ways to track work - both in the left sidebar. Understanding what a workflow is ↗ helps you get the most from them.
- Tracker View - Shows all running processes at a glance. See which workflows are on track and which need attention across your organization.
- Tasks View - Lists every task you need to complete - whether it’s part of a process or a standalone assignment. Your personal to-do list.
The Tracker view is for monitoring entire workflows. The Tasks view is for getting work done. Think helicopter view versus street level - both matter at different times.
- An overview of processes
- Check notifications
- More about tasks
- Problems with flowcharts
- Protect sensitive data
- Tasks view
- Tracker view
Tracking And Tasks > Tracker view
The Tracker view in Tallyfy gives you a real-time dashboard of all running processes with board and table display options, filters, folders, and management actions to monitor progress and spot bottlenecks.
Tracker View > Manage and track my processes
Use Tallyfy’s Tracker view to see all running processes as cards with status, due dates, assignments, sorting, filtering, and color-coded indicators.
Tracker View > Organize processes
Organize active processes in Tallyfy using folders, favorites, filters, and archiving for better visibility across your Tracker view.
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