The Tasks View (accessible through the left sidebar) gives you a comprehensive look at all your individual tasks across your entire Tallyfy workspace.
This centralized view includes tasks from running processes plus standalone one-off tasks - basically your complete master to-do list for all Tallyfy work.
How do I use filters in the Tasks view?
The Tasks View’s Filters are your main tool for organizing and finding exactly what you need for maximum productivity.
You can filter tasks by several different criteria:
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 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 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.
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.
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.
