The Tasks View in Tallyfy (click it in the left sidebar) shows all your individual tasks in one place - across every process and project in your workspace.
Think of it as your master to-do list. It pulls together tasks from running processes plus any standalone one-off tasks you’ve created. No more hunting through emails or spreadsheets to figure out what you need to do today.
How do I use filters in the Tasks view?
Filters help you find what you need. Fast.
The Filters button opens up powerful sorting options that let you slice and dice your task list however you want. Here’s what you can filter by:
Assignee: See tasks assigned to yourself, someone else, a guest (by email), or unassigned tasks waiting for an owner
Status: View tasks that are ‘To Do’ (that’s the default) or switch to ‘Completed’ to see what’s done
Task State: Check which tasks are ‘Overdue’ (yikes), ‘Due Soon’ (better get moving), or ‘On Time’ (you’re good)
Need to add a quick task? Hit the + Create button.
You can create new one-off tasks right from this view - perfect for those random to-dos that pop up but don’t need a full process. Think “Call vendor about pricing” or “Review quarterly report” - simple stuff that just needs to get done.
The Tasks View in Tallyfy allows users to filter and sort their task list using multiple criteria including status assignee task state tags templates process names folders and date ranges while also providing sorting options by most delayed or most recent activity for efficient task management.
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 provides comprehensive tracking through two main interfaces: a Tracker View for strategic high-level monitoring of all organizational processes and a Tasks View for detailed management of individual assignments and one-off tasks.
The Tracker view in Tallyfy serves as a central command center that provides comprehensive visibility into all running processes and workflows with customizable filters and display options including Board View and Table View to monitor multiple workflows simultaneously and prevent issues from falling through the cracks.
