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.
Switch between views
In this article, we’ll show you how to view your Tracker (process dashboard) in two different formats: Board and Table. It’s super easy, just keep reading! 😉
To switch between these two formats, follow these steps:
-
Go to your Tracker view, which you can find in the sidebar. By default, it will be in the Board view.
-
Choose either Table or Board to switch the format.
- Customize your columns (process details) for each template. You can choose to show/hide the following information:
- Name
- Progress
- Status
- Due
- Started By
- Process Owner
- Starred
- Start Date
- Last Updated
- Assigned
- Next Step
- Next Step Assignee
- Next Step Issue
- Current Step
- Last Completed Step
That’s it! Now you know how to toggle between Board and Table formats in Tallyfy’s Tracker. Enjoy managing your processes with ease! 🚀
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.
The platform offers two main navigation options through Tracker for high-level process monitoring and Tasks for detailed task management at an individual level.
Tracker View > Create custom views
The custom view feature in Tallyfy enables users to filter and display processes through specific criteria by creating presets which can combine multiple filtering options for tailored process monitoring.
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