Organize Processes > Organize processes into folders
The process management system allows users to create and organize tasks into folders through a dropdown menu and filter them accordingly for better workflow organization.
Organize tasks into folders
Sometimes it can be challenging to keep track of all your tasks. With folders, you can easily sort and group your tasks, making them super easy to find.
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Click on the three dots located at the top right of the task.
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In the dropdown menu, select “Add to Folder”.
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A window will appear, allowing you to choose the desired folder for the task.
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Go to the Task tab.
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Add a new filter and select Folder
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Choose the desired folder you want to filter on.
That’s it! Now you can easily organize and access your tasks.
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.
Tasks View > Customize the task view
Tallyfy’s task view offers comprehensive filtering and sorting capabilities to efficiently manage workloads and track tasks across team members through customizable filters and sorting options.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.
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