Tracking And Tasks > Tracker view
A versatile process monitoring interface offering both board and table views with customizable filters to track process statuses efficiently.
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.
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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
Tallyfy enables process organization through tags and folders while offering customizable filtering options in Tasks and Tracker views for efficient workflow management.
Tallyfy offers dual navigation options with Tracker for high-level process monitoring and Tasks for detailed task management at both individual and process levels.
Tracker View > Create custom views
Tallyfy’s custom view feature enables users to filter and organize processes by combining multiple criteria such as team members, labels, templates, and process states for a personalized workflow management experience.
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