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Organize processes

Ways to organize your processes

Tallyfy provides ways to manage your view of active processes by adding them to folders, marking them as favorites, filtering your view, or archiving completed ones. Explore the articles below to learn more.

Organize Processes > Organize processes into folders

The system enables users to organize active processes into dedicated folders within the Tracker view while maintaining separate folder structures for templates and active workflows for enhanced process management and tracking.

Pro > Tracking

Tallyfy offers both a high-level Tracker View for monitoring overall workflow progress and a detailed Tasks View for managing individual assignments and specific actions.

Tracking And Tasks > Tracker view

The Tracker view offers a customizable dashboard displaying process statuses through either card-based or table layouts while allowing filtered views for efficient workflow monitoring.