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Tasks view

Tasks view - see all your tasks across all your processes

The “Tasks” view provides a clear way to see all your assigned tasks. It also contains Filters along the top to filter down what you see in various ways. For example:

  • You can filter for tasks assigned to you
  • You can filter for tasks assigned to someone else
  • You can filter for completed tasks only

… and so on. The Tasks view is a simple way to see the smaller details and individual tasks within various processes. You can create one-off or ad-hoc tasks within this view.

Tracking And Tasks > Tracker view

The Tracker offers a customizable interface displaying process statuses through either a card-based board view or a configurable table format with filtering capabilities.

Pro > Tracking

The platform offers two main navigation options through Tracker for high-level process monitoring and Tasks for detailed task management at an individual level.

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.

Tracking And Tasks > More about tasks

Tallyfy distinguishes between standalone one-off tasks and process-linked tasks while primarily focusing on managing recurring processes within its workflow system.