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Manage and track my processes

How to manage and monitor processes in Tracker

Tallyfy is a cloud-based solution that provides comprehensive process management capabilities. This article explains how to track and organize processes using the dashboard.

Tracker view

In the Tracker section, you’ll find all your active processes and their statuses. For more information about processes, see this article.

Tracker

Each process has its own card, which provides information such as the process template, name, status, number of completed tasks, next task due date, and assignee(s).

Sorting and filtering

Tallyfy provides several options for sorting and filtering processes:

  • By Due Date: See your processes in order from soonest to latest, with the overdue ones first.
  • Newest First: Arrange your processes based on their creation date, with the freshest ones on top.
  • Oldest First: Sort your processes based on their creation date, with the oldest ones on top.
  • Sort A-Z: Arrange your processes alphabetically by their names from A to Z.
  • Sort Z-A: Sort your processes alphabetically by their names from Z to A.
Sorting

Check progress status

Tallyfy uses three progress statuses:

  • On-time: The process is proceeding as expected with no immediate deadlines.
  • Due soon: Tasks are due within the next 24 hours.
  • Overdue: A task deadline has passed, or an issue has been reported for a step.

Tracker View > Organize processes

Tallyfy enables efficient process organization through tags folders and customizable views while offering comprehensive tracking capabilities for both high-level processes and individual tasks.

Pro > Tracking

Tallyfy offers dual tracking interfaces with Tracker for high-level process monitoring and Tasks for detailed task management enabling users to effectively oversee both overall progress and specific assignments.

Tracking And Tasks > Tracker view

The Tracker offers a customizable interface displaying process statuses through either a card-based board view or a configurable table format with filtering capabilities.

Tracker View > Check process activity

Admins and authorized members can monitor process activities through the Activity stream feature which displays a comprehensive log of all actions performed on tasks and processes.
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