How can I use 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. This customization capability enables efficient task management and quick location of specific work items.
How do I add filters to the tasks view?
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
Click Add Filter.
Select Status.
Change the value from ‘To Do’ to ‘Completed’.
Example: viewing unassigned tasks
Click Add Filter.
Select Assignee.
Choose the Assigned to nobody option.
Example: viewing tasks for a specific guest
Click Add Filter.
Select Assignee.
Type the guest’s email address in the search box and select it.
How can I sort tasks in the tasks view?
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. This powerful combination enables precise task organization and efficient workflow management.
The Tasks view in Tallyfy serves as a centralized workspace interface that displays all individual tasks from running processes and standalone assignments with comprehensive filtering capabilities for efficient task management and organization.
Tallyfy’s Tracker view enables comprehensive process management by displaying running processes as cards with key information like status due dates and assignments while offering sorting and filtering capabilities to organize workflows efficiently.
Tallyfy provides dual folder systems with template folders for organizing master templates and task/process folders for active work along with flexible tags that enable comprehensive organization of workflows through filtering and categorization across multiple views.
Tags in Tallyfy function as flexible keywords or labels that can be applied to templates and processes to enable multi-dimensional organization and filtering beyond traditional folder structures.
