Tallyfy offers folders and tags to help organize your work. It’s important to understand how each system works, especially the two separate types of folders.
Two separate folder systems
Tallyfy has two completely separate sets of folders:
Template Folders: Used only in the Templates library section to organize your master templates. Learn more here.
Task/Process Folders: Used only in the Tasks and Tracker views to organize your active work (running processes and individual tasks).
These are separate because you might want to organize your blueprints (templates) differently from how you organize your ongoing projects (processes).
Example:
Template Folder: HR Templates > Onboarding
Process Folders: Active Onboardings - Sales Team, Active Onboardings - IT Team
This article focuses on Task/Process Folders used in the Tasks and Tracker views.
Organizing active tasks into folders
You can create folders within your Tasks view to group related tasks (both one-off tasks and tasks from running processes).
Adding a task to a folder
Find the task in your Tasks view.
Click the menu icon (three dots ⋮) on the task card.
Select Add to Folder.
Choose an existing folder or create a new one.
Viewing tasks in a folder
Go to the Tasks view.
Click Add filter.
Select Folder as the filter type.
Choose the folder you want to see tasks from.
Organizing running processes into folders
You can also organize entire running processes into folders within the Tracker view.
Adding a process to a folder
Go to the Tracker view.
Find the running process card.
Click the menu icon (three dots ⋮) on the process card.
Select Add to Folder.
Choose an existing folder or create a new one.
Viewing processes in a folder
Go to the Tracker view.
Click Add Filter.
Select Folder as the filter type.
Choose the folder you want to see processes from.
Using tags for extra organization
In addition to folders, you can use Tags (flexible labels) to organize both tasks and processes.
Tagging Tasks: Open the task, click the menu (⋮), select Add Tags.
Tagging Processes: Open the process, click the menu (⋮), select Add Tags.
Filtering by Tag: Use the Tag filter option in both the Tasks and Tracker views.
Tags allow items to belong to multiple categories (e.g., a task could be tagged “Urgent” and “Client A”), while folders provide a single location.
The system enables users to organize active processes into dedicated folders within the Tracker view while maintaining separate folder structures for templates and active workflows for enhanced process management and tracking.
Tags serve as flexible color-coded labels that allow users to organize and filter templates and processes across multiple categories while enabling quick searches and efficient workflow management.
The platform enables efficient process organization through folders favorites filtering and archiving while providing comprehensive tracking capabilities in both board and table views.
Template folders provide a structured organization system for storing and managing workflow blueprints separately from running processes while enabling quick access and logical grouping based on departments functions or types.
