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.
Tallyfy’s Tasks View allows users to filter tasks by status assignee state tags templates processes folders and date ranges while offering sorting options by most delayed or most recent activity to efficiently organize and locate specific work items.
Tallyfy provides two tracking options in the left sidebar: a Tracker View that gives managers a bird’s-eye view of all running processes across the organization and a Tasks View that serves as a personal to-do list showing individual tasks to complete.
Tallyfy’s Tracker view offers centralized process management through visual cards displaying key information like status due dates and assignments with complete sorting filtering and color-coded status indicators to monitor workflow progress and identify issues across your workspace.
The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and complete management actions to monitor progress spot bottlenecks and prevent issues before they become problems.