The platform offers two main navigation options through Tracker for high-level process monitoring and Tasks for detailed task management at an individual level.
Tracker view
The Tracker provides a visual way to see and filters processes at a high level. You can see the status of any process via this view.
You can customize and filter what shows up in this view by using the Filters available at the top of the view.
Beyond changing the data that appears using filters - you can also view processes in two different form factors:
- A Board view - which shows you “cards” for every process
- A Table view - which shows you processes in tabular format, where you can customize which columns show and hide.
- Manage and track my processes
- Check process activity
- Create custom views
- Switch between views
- Organize processes
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.
Tracker View > Organize processes
Users can effectively sort and manage their processes through tags folders and customizable filtering options in both Tasks and Tracker views.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.
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