The platform offers two main navigation options through Tracker for high-level process monitoring and Tasks for detailed task management at an individual level.
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
Users can effectively sort and manage their processes through tags folders and customizable filtering options in both Tasks and Tracker views.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.
Tallyfy enables dynamic task modification capabilities including video uploads and personnel reassignments even after task initiation while maintaining process flow integrity.
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