Customize the task view

Using filters and sorting in the tasks view

The Tasks View lets you see and manage your individual tasks. You can customize this view using filters and sorting options to find exactly what you need.

Adding filters

Click the Add Filter button at the top of the Tasks view to narrow down the list. You can add multiple filters at the same time. Available filters include:

• Status: Show only ‘To Do’ tasks (default) or ‘Completed’ tasks.
• Assignee: Show tasks assigned to specific members, guests (by email), or tasks assigned to ‘Nobody Assigned’.
• Task State: Show tasks that are ‘Overdue’, ‘Due Soon’, or ‘On time’.
• Tag: Show tasks that have specific tags applied.
• Template: Show tasks that came from a specific template.
• Process Name: Show tasks belonging to a process with a specific name.
• Folder: Show tasks you’ve organized into a specific folder.
• Date Range: Filter tasks based on their due date or creation date.

Example: viewing completed tasks

1. Click Add Filter.
2. Select Status.
3. Change the value from ‘To Do’ to ‘Completed’.

Example: viewing unassigned tasks

1. Click Add Filter.
2. Select Assignee.
3. Choose the Assigned to nobody option.

Example: viewing tasks for a specific guest

1. Click Add Filter.
2. Select Assignee.
3. Type the guest’s email address in the search box and select it.

Sorting tasks

Use the dropdown menu in the top right corner of the Tasks view to sort the list by:

• Most Delayed (shows overdue tasks first)
• Most Recent (shows tasks with the most recent activity first)

Combining filters and sorting helps you manage your workload and find specific tasks quickly.

Related articles

Tracking And Tasks > Tasks view

The Tasks View provides a comprehensive to-do list interface where users can monitor individual tasks filter by various criteria create one-off tasks and manage assignments across all work in Tallyfy.

Tracker View > Manage and track my processes

The Tracker view enables comprehensive process monitoring by displaying running processes as cards with status indicators sorting options and filtering capabilities to efficiently track workflow progress and task completion.

Tasks View > Organize tasks and processes into folders

Tallyfy enables efficient work organization through two distinct folder systems for templates and tasks/processes alongside customizable tags for flexible categorization and filtering options.

Tracker View > Create custom views

Custom filtered views called Presets can be created in the Tracker view to quickly access specific processes based on criteria like team assignments tags and due dates.