Tracker View > Switch between views
Users can easily toggle between board view displaying processes as grouped cards and table view showing customizable columnar data in the Tracker interface.
Tracker view
The Tracker view provides a “big picture” look at all your running processes. It helps you quickly see the status and progress of multiple workflows.
You can customize this 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 the information is displayed:
- Board View: Shows 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.
- Check process activity
- Create custom views
- Manage and track my processes
- Organize processes
- Switch between views
Tallyfy offers both a high-level Tracker View for monitoring overall workflow progress and a detailed Tasks View for managing individual assignments and specific actions.
Tracker View > Manage and track my processes
The Tracker view enables comprehensive process monitoring by displaying running processes as cards with status indicators sorting options and filtering capabilities to efficiently track workflow progress and task completion.
Tracker View > Organize processes
The platform enables efficient process organization through folders favorites filtering and archiving while providing comprehensive tracking capabilities in both board and table views.
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