Tasks view

The Tasks view

Click Tasks in the left sidebar to see all your tasks in one place - from every running process and any standalone one-off tasks you’ve created. It’s your master to-do list in Tallyfy.

How do I use filters?

Click the Filters button to narrow down your task list. Here’s what you can filter by:

• Assignee - your own tasks, a specific coworker, a guest (by email), everyone, or unassigned tasks
• Status - “To Do” (default) or “Completed”
• Task state - “Overdue”, “Due Soon”, or “On Time”
• Tags, templates, folders - and more

See Customize the task view for full details on filters and sorting.

Can’t find a task? Check your filters

Missing a task you know exists? It’s almost always the filters. Try filtering by guest email, or switch Status to “Completed”. The filters are probably hiding what you’re looking for.

Tasks mixed from multiple processes?

The Tasks view shows ALL tasks from ALL processes mixed together. That’s by design - it’s a personal to-do list. If you need a process-grouped view:

1. Use the Tracker view instead - it organizes by process
2. Click into a specific process to see only its tasks
3. Or filter by template/process name to focus on one workflow

How can I create tasks from this view?

Hit the + Create button to create a one-off task - perfect for quick to-dos that don’t need a full process.

• Customize the task view
• Organize tasks and processes into folders

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