Organize Processes > Organize processes into folders
Processes can be efficiently organized and accessed by creating folders through the tracker view, allowing users to sort, group, and filter their tasks for easier management.
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.
-
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.
-
Go to the Task tab.
-
Add a new filter and select Folder
-
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
Tallyfy enables process organization through tags and folders while offering customizable filtering options in Tasks and Tracker views for efficient workflow management.
Tasks View > Customize the task view
Tallyfy’s task view offers comprehensive filtering and sorting capabilities, allowing users to efficiently manage workloads by customizing views based on various criteria like status, assignees, states, and templates.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based dashboard enables efficient process tracking with sorting options, progress statuses, and detailed process cards for comprehensive workflow management.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks