Tracking And Tasks > Tracker view
Tallyfy’s Tracker view is your real-time dashboard for all running processes. View them in board…
Track running 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 hasn’t been met.
- Problem - Someone’s reported a blocker on a task.
Tallyfy has two tracking views in the sidebar. Tracker View monitors entire workflows across…
Tracking And Tasks > Tasks view
The Tasks view in Tallyfy’s left sidebar shows every task from all running processes and…
Tasks View > Customize the task view
Tallyfy’s Tasks View lets you stack filters like status, assignee, tag, and template to narrow…
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