How can I organize my work using folders and tags?
Tallyfy gives you folders and tags to organize your work - but here’s the thing: there are actually two separate folder systems. It can be confusing at first. Once you understand how each works, you’ll have plenty of options for keeping everything organized.
Why does Tallyfy have 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 systems are separate because you might want to organize your blueprints (templates) differently from how you organize your ongoing projects (processes). Makes sense when you think about it - your template library needs one structure, but your active work needs another.
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.
How can I organize 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). Pretty straightforward.
How do I add 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.
How do I view 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.
How can I organize running processes into folders?
You can also organize entire running processes into folders within the Tracker view. Works the same way.
How do I add 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.
How do I view 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.
How can I use 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 let items belong to multiple categories (for example, a task could be tagged “Urgent” and “Client A”), while folders provide a single location. Together, they give you plenty of ways to organize your work exactly how you want.
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.
Template folders in Tallyfy help organize your library of workflow blueprints efficiently by categorizing related templates into logical groups which becomes increasingly valuable as your template collection grows and more team members need to locate specific workflows.
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.
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.
