Customize the task view

Filters and sorting in the tasks view

Tallyfy’s Tasks View shows all your tasks in one place. Filter and sort this list to find overdue tasks, work assigned to a specific person, or items from a particular template.

How do I add filters?

Click Add Filter at the top of the Tasks view. You can stack multiple filters - they work together to narrow your list. Here’s what you can filter by:

• Status - See your ‘To Do’ tasks (the default), ‘Completed’, or ‘All’
• Assignee - Find tasks for specific members, guests (by email), groups, or roles
• Task State - Show what’s ‘Overdue’, ‘Due Soon’, ‘On Time’, or has a reported issue
• Tag - Pull up tasks with specific tags
• Template - Show only tasks from a particular template
• Process Name - Find tasks within a specific process by name
• Folder - View tasks in a folder

Example: See completed work

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

Example: Check a guest’s workload

1. Click Add Filter
2. Select Assignee
3. Type their email in the search box and select it

How can I sort tasks?

Use the sort dropdown in your Tasks view. Three options:

• Most Recent - shows tasks with the latest activity first (this is the default)
• Most Delayed - puts overdue tasks at the top
• Recently Completed - shows recently finished tasks (only visible when viewing completed tasks)

Combine filters and sorting for fast results. Filter by assignee and sort by most delayed to see who’s falling behind. Filter by template and sort by most recent to track the latest activity on specific workflows.

Related articles

Tracking And Tasks > Tasks view

The Tasks view in Tallyfy is your master to-do list - showing all tasks from every running process plus standalone one-off tasks, with filters for assignee, status, tags, and more.

Tracker View > Manage and track my processes

Use Tallyfy’s Tracker view to see all running processes as cards with status, due dates, assignments, sorting, filtering, and color-coded indicators.

Tracking And Tasks > Tracker view

The Tracker view in Tallyfy gives you a real-time dashboard of all running processes with board and table display options, filters, folders, and management actions to monitor progress and spot bottlenecks.

Tasks View > Organize tasks and processes into folders

Tallyfy has two separate folder systems - one for templates and another for active tasks and processes - plus tags that let items belong to multiple categories.

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