Tallyfy gives you two main ways to track work - both found in the left sidebar. You’ll use them for different purposes.
Tracker View: Shows all your running processes at a glance. Think of it as your bird’s-eye view of everything happening across the organization. Perfect when you need to see which workflows are on track and which need attention
Tasks View: Lists every individual task you need to complete - whether they’re part of a process or just one-off assignments. This is your personal to-do list on steroids
Why two different views?
Simple. The Tracker view is for managers who need to monitor entire workflows. The Tasks view is for getting actual work done.
It’s like the difference between watching traffic flow from a helicopter versus driving on the street. Both perspectives matter - just at different times.
According to workflow management research ↗, teams that track processes effectively complete tasks 30% faster. Makes sense when you think about it - you can’t improve what you can’t see.
The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and comprehensive management actions to monitor progress spot bottlenecks and prevent issues before they become problems.
The Tasks View in Tallyfy serves as a centralized master to-do list that consolidates all individual tasks from every process and project in your workspace along with standalone tasks while offering powerful filtering options and the ability to create new one-off tasks directly from the interface.
Tallyfy’s Tracker view enables comprehensive process management by displaying running processes as cards with key information like status due dates and assignments while offering sorting and filtering capabilities to organize workflows efficiently.
Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.
