Tallyfy offers dual navigation options with Tracker for high-level process monitoring and Tasks for detailed task management at both individual and process levels.
More about tasks
There’s two types of tasks on Tallyfy:
- A one-off task - which just an ad-hoc task
- A task - which is an ordinary task that’s linked to a process.
Because Tallyfy is primarily used to manage recurring processes, a normal task for us is one that’s got context - it’s linked to a specific process.
- Edit tasks
- Complete or reopen tasks
- Manage comments
- Send email reminders
- Advanced tab
- Create a one-off task
- Report blockers in tasks
- Paste cells into a Tallyfy table
- Types of form fields
- Step types
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.
Tallyfy enables flexible task management with features for uploading multimedia content and modifying task assignments even after implementation.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based dashboard enables efficient process tracking with sorting options, progress statuses, and detailed process cards for comprehensive workflow management.
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