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Tallyfy

Organize tasks and processes into folders

Organizing work with folders and tags

You can organize work in Tallyfy using two separate folder systems and tags. This page covers the Task/Process Folders you’ll use in the Tasks and Tracker views.

Two folder systems

Tallyfy has two completely separate sets of folders:

  1. Template Folders - used only in the Templates library to organize master templates. Learn more here.
  2. Task/Process Folders - used only in the Tasks and Tracker views to organize active work (running processes and individual tasks).

They’re independent systems. For example:

  • Template Folder: HR Templates > Onboarding
  • Process Folders: Active Onboardings - Sales Team, Active Onboardings - IT Team

Adding tasks to folders

  1. Find the task in your Tasks view.
  2. Click the menu icon (three dots) on the task card.
  3. Select Add to folder(s).
  4. Choose an existing folder or create a new one. Task detail panel showing 'Add to folder(s)' option highlighted in green

Filtering tasks by folder

  1. Go to the Tasks view.
  2. Click Add Filter.
  3. Select Folder as the filter type.
  4. Pick the folder you want to view. Task list filtered by status and assignee folder (48 chars)

Adding processes to folders

  1. Go to the Tracker view.
  2. Find the running process card.
  3. Click the menu icon (three dots) on the process card.
  4. Select Add to folder(s).
  5. Choose an existing folder or create a new one.

Filtering processes by folder

  1. Go to the Tracker view.
  2. Click Add Filter.
  3. Select Folder as the filter type.
  4. Pick the folder you want to view.

Using tags

Tags work alongside folders as flexible labels for tasks and processes.

  • Tagging Processes: Open the process, click the menu, and select Add Tags.
  • Filtering by Tag: Use the Tag filter in both Tasks and Tracker views.

Tags let items belong to multiple categories at once - a task could be tagged “Urgent” and “Client A”. You can’t place an item in multiple folders.

Templates > Tags

Tags in Tallyfy are color-coded keywords you attach to templates and running processes. They let…
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