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. These organization options enable efficient workflow management and improved process visibility. Explore the articles below to learn more.
Tallyfy allows users to organize active processes into folders within the Tracker view for better workflow management by grouping processes by client project or status through a separate folder system from templates.
Tallyfy provides dual folder systems with template folders for organizing master templates and task/process folders for active work along with flexible tags that enable comprehensive organization of workflows through filtering and categorization across multiple views.
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.
The Tracker view in Tallyfy is a centralized dashboard that provides comprehensive oversight of all running processes with customizable filters and display options including board and table views to ensure nothing falls through the cracks while maintaining organizational workflow visibility.
