Tracker View > Create custom views
The custom view feature in Tallyfy enables users to filter and display processes through specific criteria by creating presets which can combine multiple filtering options for tailored process monitoring.
Customize the task view
Tallyfy’s custom task views allow you to easily sort through tasks, find tasks assigned to other team members and guests, and effectively manage workloads. Here’s how you can get started:
To begin, navigate to the ‘Add Filter’ option in the Tasks tab. Next, add as many filters as necessary. You have the flexibility to filter by status, task assignee (including guest emails), task state (Overdue, Due Soon, On time), tag, template used, or even by the name of the process.
Stay organized with Tallyfy’s task-sorting options. Sort tasks by Most Delayed or Most Recent with just a few clicks. Simply select your preferred sorting option from the dropdown list in the top right corner.
Tasks View > Organize tasks into folders
Tasks can be organized and accessed efficiently by adding them to folders using the task menu and filtering options in the Task tab.
Tracking And Tasks > Tasks view
The Tasks view displays all assigned tasks with filtering options to sort through personal assigned unassigned and completed tasks while enabling creation of ad-hoc tasks.
The advanced tab offers powerful customization options including process launching mandatory tasks locked access webhook integration guest permissions and unique step aliases to enhance workflow management and automation capabilities.
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