Tallyfy uses separate folder systems for different elements:
Template folders - For organizing your process templates (in Templates section)
Task/Process folders - For organizing active tasks and processes (in Tasks and Tracker views)
Why two separate folder systems?
The organizational needs for templates (blueprints) are often very different from the organizational needs for active processes. Here are some examples:
Example 1: HR Onboarding
Templates folder structure: You might have a blueprints folder called “HR” containing templates like “Employee Onboarding”, “Benefits Enrollment”, etc.
Processes folder structure: When launching an “Employee Onboarding” process, you might want to organize these by team in folders like “Sales Onboardings” or “IT Onboardings”.
Example 2: Client Work Requests
Templates folder structure: You could have a blueprints folder called “Client Ops” with templates for different types of client requests.
Processes folder structure: When launching these templates, you’d organize the active processes by client, with folders like “Coca Cola Work Requests” or “Microsoft Support Tickets”.
This dual folder system gives you the flexibility to organize your process library in a way that makes sense for template management, while separately organizing your active processes based on how your team executes and monitors work.
Organizing tasks into folders
Folders allow you to sort and group your tasks for better organization and easier retrieval.
Add tasks to folders
Click on the three dots located at the top right of the task.
In the dropdown menu, select “Add to Folder”.
A window will appear, allowing you to choose the desired folder for the task.
View your tasks in folders:
Go to the Tasks tab.
Add a new filter and select Folder
Choose the desired folder you want to filter on.
Organizing processes into folders
You can also organize entire processes into folders for better management.
Add processes to folders
Go to the Tracker view.
Locate the process you want to organize.
Click on the three dots menu at the top right of the process.
Select “Add to Folder” from the dropdown menu.
Choose the desired folder or create a new one.
View processes in folders
Go to the Tracker view.
Click on the Filter button.
Select Folder from the filter options.
Choose the folder you want to view.
Using tags with tasks and processes
Tags provide another way to organize and filter your work in Tallyfy.
Tagging tasks
Select a task in the Tasks view.
Click the three dots menu and select “Add Tags”.
Add existing tags or create new ones.
To filter tasks by tag, use the Tag filter in the Tasks view.
Tagging processes
Select a process in the Tracker view.
Click the three dots menu and select “Add Tags”.
Add existing tags or create new ones.
To filter processes by tag, use the Tag filter in the Tracker view.
Processes can be organized into separate folder systems for templates and active workflows allowing efficient categorization by department client or function while maintaining easy access through filtering options.
A hierarchical folder system enables efficient template management by allowing users to create organize and navigate through templates with customizable folder structures while maintaining template accessibility and organizational best practices.
Tallyfy enables efficient process organization through tags folders and customizable views while offering comprehensive tracking capabilities for both high-level processes and individual tasks.
Tags in Tallyfy serve as a flexible categorization tool enabling users to efficiently organize filter and locate templates and processes through color-coded visual identifiers and dynamic filtering options.
