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Tracker view

What is the Tracker view in Tallyfy?

The Tracker view provides a real-time dashboard of all running processes in your organization. You can monitor progress, spot bottlenecks, and ensure nothing gets overlooked - all from one centralized location.

Unlike individual task management, the Tracker shows you the big picture. You see how processes connect, where work is flowing smoothly, and where attention is needed. This bird’s-eye view helps you manage workloads and prevent issues before they become problems.

Key features of the Tracker view

Flexible display options

Tallyfy offers two ways to visualize your processes:

  • Board View: Visual cards show each process with status indicators, assignees, and progress bars. Perfect for teams who prefer kanban-style organization.
  • Table View: A spreadsheet-like format displays processes in rows with customizable columns. Ideal for sorting, filtering, and bulk operations.

Switch between views instantly based on your current needs. See how to switch between board and table formats for step-by-step instructions.

Smart filtering capabilities

Focus on what matters most with powerful filters:

  • View only overdue processes
  • Show processes assigned to specific team members
  • Filter by template type or department
  • Display processes with active issues or blockers

Save your favorite filter combinations for quick access later.

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.

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.

Tracking And Tasks > Tasks view

The Tasks view in Tallyfy provides a centralized master to-do list displaying all individual tasks from running processes and standalone assignments across your entire workspace with comprehensive filtering options by assignee status due dates and other criteria plus the ability to create new one-off tasks directly from this interface.