Tasks View > Customize the task view
Tallyfy’s task view offers comprehensive filtering and sorting capabilities to efficiently manage workloads and track tasks across team members through customizable filters and sorting options.
Create custom views
With the “Create Custom View” feature, you can filter and display processes based on specific criteria of your choice. Whether you want to focus on processes assigned to certain team members, tagged with specific labels, launched using certain templates, or in particular process states, Tallyfy has got you covered! 🌟
Here’s a quick guide on how to create your custom view:
-
Head to the Tracker tab and click on the “Create Preset” option.
-
Give your view a clever name that helps you identify it effortlessly.
-
Select the criteria you want to filter by, such as tags or process states.
-
Voila! You can now view all the processes that meet your customized criteria. 🚀
You can even combine multiple criteria to create hyper-specific custom views tailored to your needs. The possibilities are endless!
Tracker View > Organize processes
Users can effectively sort and manage their processes through tags folders and customizable filtering options in both Tasks and Tracker views.
Tracking And Tasks > Tasks view
The Tasks view displays all assigned tasks with filtering options to sort through personal assigned unassigned and completed tasks while enabling creation of ad-hoc tasks.
The platform offers two main navigation options through Tracker for high-level process monitoring and Tasks for detailed task management at an individual level.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks