Tracking And Tasks > Tracker view
The Tracker view in Tallyfy gives you a real-time dashboard of all running processes with board and table display options, filters, folders, and management actions to monitor progress and spot bottlenecks.
Manage and track my processes
Open the Tracker from the left sidebar to get a high-level view of all running processes across your Tallyfy workspace.
Each running process appears as a card showing the process name, source template, current status (On-time, Due soon, or Overdue), tasks completed, next due date, and who’s assigned the next task.
- Sorting - Use the sort dropdown to order processes by Newest/Oldest, Most Delayed, or alphabetically (A-Z or Z-A).
- Filtering - Click Add Filter to show only processes matching specific criteria - like assigned person, tags, template, status, type, or folder. See Customize the Tracker view.
- On-time - Running normally, no deadlines missed.
- Due soon - One or more tasks are due within 24 hours.
- Overdue - A task deadline has been missed.
- Problem - Someone reported a blocker on a task.
Tasks View > Customize the task view
Filter and sort tasks in Tallyfy’s Tasks View by status, assignee, state, tags, templates, processes, and folders to quickly find specific work items.
Tracking And Tasks > Tasks view
The Tasks view in Tallyfy is your master to-do list - showing all tasks from every running process plus standalone one-off tasks, with filters for assignee, status, tags, and more.
Tallyfy has two tracking views in the left sidebar: Tracker View for monitoring running processes and Tasks View as a personal to-do list for assignments.
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