Tracking And Tasks > Tracker view
The Tracker view offers a customizable dashboard displaying process statuses through either card-based or table layouts while allowing filtered views for efficient workflow monitoring.
Manage and track my processes
The Tracker view (accessed from the left sidebar) gives a high-level overview of all your running processes.
- 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.
You can change how processes appear in the Tracker:
- 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.
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.
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 > 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.
Tracking And Tasks > Tasks view
The Tasks View provides a comprehensive to-do list interface where users can monitor individual tasks filter by various criteria create one-off tasks and manage assignments across all work in Tallyfy.
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