The Tasks View (accessible through the left sidebar) provides a comprehensive interface displaying detailed lists of individual tasks across your entire Tallyfy workspace.
This centralized view encompasses tasks assigned from running processes alongside standalone one-off tasks, functioning as your complete master to-do list for all Tallyfy work items.
How do I use filters in the Tasks view?
The Tasks View’s Filters feature represents the primary organizational tool enabling precise task list refinement for optimal productivity.
These intelligent filters allow targeted task discovery through multiple 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.
The Tracker view in Tallyfy is a centralized dashboard that provides comprehensive oversight of all running processes with customizable filters and display options including board and table views to ensure nothing falls through the cracks while maintaining organizational workflow visibility.
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.
