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:
Add filter
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.
Easy Task Sorting
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.
Tallyfy’s custom view feature enables users to filter and organize processes by combining multiple criteria such as team members, labels, templates, and process states for a personalized workflow management experience.
The advanced tab offers powerful customization options including process launching, mandatory task settings, assignee requirements, task locking, webhook integration, guest access control, and step alias identification for enhanced workflow management.
The Tasks view offers a comprehensive display of all assigned tasks with customizable filtering options to manage both process-linked and standalone tasks efficiently.
Tasks can be organized and accessed efficiently by adding them to folders through a simple dropdown menu and filtering them using the Task tab’s folder filter option.
