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Organize processes

Learn ways to organize your processes

Tallyfy offers various ways for you to categorize and classify processes by applying tags to them or adding them to one or more folders.

In order to see what matters to you - you can also filter and customize views like the “Tasks” and “Tracker” view on the left nav to your custom needs.

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.

Pro > Tracking

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.

Tracking And Tasks > Tracker view

The Tracker offers a customizable interface displaying process statuses through either a card-based board view or a configurable table format with filtering capabilities.

Organize Processes > Organize processes into folders

Processes can be organized into separate folder systems for templates and active workflows allowing efficient categorization by department client or function while maintaining easy access through filtering options.