Tracker view

What is the Tracker view in Tallyfy?

The Tracker view provides a “big picture” look at all your running processes. This centralized dashboard enables comprehensive workflow oversight and management.

The Tracker helps you quickly see the status and progress of multiple workflows at once. This unified visibility ensures nothing falls through the cracks while maintaining awareness of overall organizational workflow health.

You can customize the Tracker view using Filters to show only certain processes (e.g., only those with issues, or only those for a specific client).

You can also switch how workflow information is displayed:

• Board View: Shows workflow processes as visual cards
• Table View: Shows processes in a list format where you can customize the columns

See Switch Between Views for more details.

What future view options are planned?

We are considering adding other ways to view processes in the future, such as Calendar, Gantt, or Timeline views. Let our Tallyfy support team know if these would be helpful for your workflow management. Your feedback helps prioritize feature development.

• Check process activity
• Create custom views
• Manage and track my processes
• Organize processes
• Switch between views

Related articles

Pro > Tracking

Tallyfy provides comprehensive tracking through two main interfaces: a Tracker View for strategic high-level monitoring of all organizational processes and a Tasks View for detailed management of individual assignments and one-off tasks.

Tracker View > Manage and track my processes

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.

Tracker View > Switch between views

Tallyfy Tracker offers two viewing formats - Board View displaying processes as visual cards and Table View presenting data in structured columns - which can be easily switched between using buttons located near the top right of the interface.

Tracker View > Organize processes

Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.