How can I switch between board and table formats in Tallyfy Tracker?
The Tracker provides two distinct display formats optimized for different workflow management preferences and use cases.
These complementary view formats accommodate diverse working styles and information needs:
Board View (Default): Displays processes as visual cards with optional grouping capabilities (e.g., organized by status, priority, or assignee)
Table View: Presents processes in structured tabular format with customizable column configurations for detailed data analysis
How do I switch between views?
Go to the Tracker view from the left sidebar.
Find the buttons or tabs (usually near the top right) labeled Board and Table.
Click the view format you prefer.
How can I customize the table view?
When using the Table View:
Processes are listed as rows.
You can choose which columns (process details) to show.
Click the column settings icon (often a gear or columns icon, usually top right of the table).
Check/uncheck the columns you want to show or hide (e.g., Name, Progress, Status, Due Date, Owner, Start Date, Last Updated).
This lets you adjust the Table view to show the most relevant information for your tracking needs. Customization ensures optimal workflow visibility based on your specific monitoring requirements.
Table view navigation best practices
Known behavior: Table view may reset to the default (first) blueprint in your dropdown list when navigating back to the tracker.
Common triggers that cause blueprint reset:
Using the browser back button instead of in-app navigation
Navigating from external links back to tracker view
Session timeouts or forced page refreshes
Following bookmarks that don’t include blueprint parameters
Best practices to maintain your selected blueprint:
Use in-app navigation - Click the tracker menu item instead of browser back button
Create specific bookmarks - Bookmark the URL after selecting your blueprint (includes the selection in the URL)
Avoid browser controls - Use Tallyfy’s navigation menu rather than browser forward/back buttons
Expect reselection after refresh - Page refreshes will return to default blueprint
Quick recovery: When the view resets, simply reselect your desired blueprint from the dropdown. All your data remains intact - it’s just the view selection that resets. Consider this a minor inconvenience rather than a data issue.
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 provides comprehensive tracking through two main interfaces: a Tracker View for strategic high-level monitoring of all organizational processes and a Tasks View for detailed management of individual assignments and one-off tasks.
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 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.
