The Tasks View (accessed from the left sidebar) shows you a detailed list of individual tasks. This includes tasks assigned to you from running processes, as well as any one-off tasks.
Think of it as your master to-do list across all your work in Tallyfy.
Using filters
The key feature of the Tasks View is the Filters at the top. These let you narrow down the list to find exactly what you need. You can filter by:
Assignee: See tasks assigned to yourself, someone else, a guest (by email), or tasks with no assignee.
Status: See tasks that are ‘To Do’ (default) or ‘Completed’.
Task State: See tasks that are ‘Overdue’, ‘Due Soon’, or ‘On Time’.
The Tasks View interface enables customization through multiple filtering options and sorting capabilities to efficiently manage and locate specific tasks based on various criteria such as status assignee and date ranges.
Tallyfy offers both a high-level Tracker View for monitoring overall workflow progress and a detailed Tasks View for managing individual assignments and specific actions.
The Tracker view enables comprehensive process monitoring by displaying running processes as cards with status indicators sorting options and filtering capabilities to efficiently track workflow progress and task completion.
The Tracker view offers a customizable dashboard displaying process statuses through either card-based or table layouts while allowing filtered views for efficient workflow monitoring.
