How can I use filters and sorting in the tasks view?
The Tallyfy Tasks View shows all your tasks in one place. You can filter and sort this list to find exactly what you need - whether that’s overdue tasks, work assigned to a specific person, or items from a particular template. It’s straightforward.
How do I add filters to the tasks view?
Click the Add Filter button at the top of the Tasks view. Simple as that. You can stack multiple filters - they work together to narrow down your list. Here’s what you can filter by:
Status: See just your ‘To Do’ tasks (that’s the default) or switch to ‘Completed’ ones
Assignee: Find tasks for specific members, guests (by email), or spot unassigned work with ‘Nobody Assigned’
Task State: Zero in on what’s ‘Overdue’, ‘Due Soon’, or still ‘On time’
Tag: Pull up tasks with specific tags - great if you tag by project or priority
Template: Show only tasks from a particular template
Process Name: Find tasks within a specific process by name
Date Range: Filter by due date or creation date - perfect for weekly planning
Example: Want to see what you’ve already finished?
Click Add Filter
Select Status
Switch from ‘To Do’ to ‘Completed’ - boom, there’s your completed work
Example: Finding tasks that need an owner
Click Add Filter
Select Assignee
Pick Assigned to nobody - you’ll see all the orphaned tasks
Example: Checking a guest’s workload
Click Add Filter
Select Assignee
Type their email in the search box and select it - now you see everything on their plate
How can I sort tasks in the tasks view?
Look for the dropdown in the top right corner of your Tasks view. You’ve got two sorting options:
Most Delayed - puts your overdue tasks right at the top (where they probably need to be)
Most Recent - shows tasks with fresh activity first
Mix filters and sorting together, and you’ll find what you need in seconds. Filter by assignee, sort by most delayed - instantly see who’s falling behind. Filter by template, sort by most recent - track the latest activity on specific workflows. The combinations are endless.
The Tasks View in Tallyfy serves as a centralized master to-do list that consolidates all individual tasks from every process and project in your workspace along with standalone tasks while offering powerful filtering options and the ability to create new one-off tasks directly from the interface.
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.
The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and comprehensive management actions to monitor progress spot bottlenecks and prevent issues before they become problems.
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.
