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.
The Tracker view in Tallyfy serves as a central command center that provides comprehensive visibility into all running processes and workflows with customizable filters and display options including Board View and Table View to monitor multiple workflows simultaneously and prevent issues from falling through the cracks.
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.
Tallyfy’s Tracker allows creating custom filtered views called “Presets” by applying desired filters and saving them as named presets for quick access to specific process subsets based on criteria like assignee tag status or deadline.
