How can I create custom views in Tallyfy’s Tracker?
The Tallyfy Tracker view displays running processes, but custom filtered views (called “Presets”) enable rapid access to specific process subsets based on defined criteria.
Custom views dramatically improve workflow management efficiency by providing instant access to relevant processes. For example, you could create a preset displaying processes assigned to your team, tagged “Urgent”, and approaching deadline requirements, enabling focused attention on critical work items.
To create and save a custom view preset:
Go to the Tracker view.
Use the Add Filter button to apply the filters you want for this view (e.g., filter by assignee, tag, status, template, folder). You can add multiple filters.
Once the Tracker shows the processes you want, click the Create Preset button (usually near the filters).
Name your preset view clearly (e.g., “My Team’s Urgent Issues”).
Click Save.
Your saved preset view will now appear (e.g., as a clickable name or tab) in the Tracker view, allowing you to quickly re-apply that filter combination in the future. This feature enables efficient workflow management by providing instant access to frequently needed process views.
The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and comprehensive management actions to monitor progress spot bottlenecks and prevent issues before they become problems.
Tallyfy’s Tracker view enables comprehensive process management by displaying running processes as cards with key information like status due dates and assignments while offering sorting and filtering capabilities to organize workflows efficiently.
The Tasks View in Tallyfy allows users to filter and sort their task list using multiple criteria including status assignee task state tags templates process names folders and date ranges while also providing sorting options by most delayed or most recent activity for efficient task management.
The Tasks View in Tallyfy serves as a centralized master to-do list that consolidates all individual tasks from every process and project in your workspace along with standalone tasks while offering powerful filtering options and the ability to create new one-off tasks directly from the interface.
