Tracker View > Organize processes
Tallyfy enables efficient process organization through tags folders and customizable views while offering comprehensive tracking capabilities for both high-level processes and individual tasks.
Switch between views
The Tracker view in Tallyfy can be displayed in two different formats: Board and Table. Each offers different ways to organize and view your processes.
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
Tallyfy offers dual tracking interfaces with Tracker for high-level process monitoring and Tasks for detailed task management enabling users to effectively oversee both overall progress and specific assignments.
Tracker View > Create custom views
Users can create personalized process views by filtering and displaying processes based on specific criteria like team members tags templates or process states through the Create Custom View feature.
Tracker View > Manage and track my processes
The Tracker view offers comprehensive process monitoring through sortable cards displaying process details while enabling users to track progress status and filter processes based on various criteria including due dates and alphabetical order.
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