How can I manage and track my processes in Tallyfy?
The Tracker view (accessible through the left sidebar) provides comprehensive high-level oversight of all running processes across your Tallyfy workspace.
This centralized process management interface enables efficient workflow monitoring, status tracking, and progress oversight through intuitive visual displays and powerful 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 sophisticated organization capabilities enabling 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 central command center that provides comprehensive visibility into all running processes and workflows with customizable filters and display options including Board View and Table View to monitor multiple workflows simultaneously and prevent issues from falling through the cracks.
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.
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.
Tallyfy allows users to organize active processes into folders within the Tracker view for better workflow management by grouping processes by client project or status through a separate folder system from templates.
