How to customize the task view to suit your needs
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.
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Tracker view > Create custom views
A custom view can be created in Tallyfy to filter and display processes based on specific criteria such as team members, labels, templates, or process states.
More about tasks > Advanced tab
The Advanced tab in Tallyfy allows customization of templates with features like launching new processes, ensuring task completion, restricting access, integrating with other apps using webhooks, and managing guest involvement.
Tasks view > Organize tasks into folders
Tasks can be efficiently organized into folders using the intuitive features provided by Tallyfy.
Tracking > More about tasks
Tallyfy offers both one-off ad-hoc tasks and tasks linked to specific recurring processes for streamlined workflow management.