Tracker view

Tracker view - A high-level overview of process status

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.

Future view options

We are considering adding other ways to view processes in the future, such as Calendar, Gantt, or Timeline views. Let our support team know if these would be helpful for you.

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

Related articles

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.

Pro > Tracking

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.