The Tracker view (accessible through the left sidebar) provides complete high-level oversight of all running processes across your Tallyfy workspace.
This interface enables workflow monitoring, status tracking, and progress oversight through visual displays and organizational tools.
What information does the Tracker view display?
Each running process appears as a card.
Each card shows key info like the process name, source template, current status (e.g., On-time, Due soon, Overdue), tasks completed, the next due date, and who is assigned the next task.
How can I sort and filter processes in the Tracker?
The Tracker provides organization features for customized process display based on specific criteria:
Sorting: Use the sort dropdown (usually top right) to order processes by Due Date, Newest/Oldest, or alphabetically by name (A-Z or Z-A).
Filtering: Use the Add Filter button to show only processes matching criteria (e.g., processes with issues, processes in a folder, processes with specific tags). See Customize the Tracker View.
How do I understand process status colors?
Tallyfy uses colors or labels to indicate process status:
On-time: Running normally, no deadlines missed.
Due soon: One or more tasks are due very soon (e.g., within 24 hours).
Overdue / Problem: A task deadline is missed, or someone reported a blocker.
The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and complete management actions to monitor progress spot bottlenecks and prevent issues before they become problems.
The Tasks View in Tallyfy serves as a centralized master to-do list that consolidates all individual tasks from every process and project in your workspace along with standalone tasks while offering powerful filtering options and the ability to create new one-off tasks directly from the interface.
Tallyfy provides two tracking options in the left sidebar: a Tracker View that gives managers a bird’s-eye view of all running processes across the organization and a Tasks View that serves as a personal to-do list showing individual tasks to complete.
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.
