Organize tasks and processes into folders

Organizing work with folders and tags

Tallyfy has two separate folder systems plus tags for organization.

Two folder systems

Tallyfy has two completely separate sets of folders:

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

Templates and active work have separate folder systems because they need different organizational structures.

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 tasks into folders

Create folders in the Tasks view to group related tasks.

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.
4. Choose an existing folder or create a new one.

Viewing tasks by folder

1. Go to the Tasks view.
2. Click Add filter.
3. Select Folder as the filter type.
4. Choose the folder you want to see tasks from.

Organizing processes into folders

Running processes can be organized into folders in the Tracker view.

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.
5. Choose an existing folder or create a new one.

Viewing processes by folder

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

Using tags

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 let items belong to multiple categories (a task could be tagged “Urgent” and “Client A”), while folders provide a single location.

Related articles

Organize Processes > Organize processes into folders

Tallyfy allows users to organize active processes into folders within the Tracker view for better workflow management by grouping processes by client project or status through a separate folder system from templates.

Tracker View > Organize processes

Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.

Templates > Tags

Tags in Tallyfy function as flexible keywords that can be applied to multiple templates and processes simultaneously for enhanced organization and filtering capabilities beyond traditional folder structures.

Templates > Using folders for templates

Template folders in Tallyfy organize workflow blueprints for faster discovery and better team efficiency by allowing users to create logical groupings that reduce search time by 60-80% while maintaining separate systems for templates versus running processes.