Organize Processes > Organize processes into folders
Use the three-dot menu on any process card in the Tracker view to add it to an existing or new folder, then filter by folder to find processes fast.
Organize processes
You can manage your view of active processes in Tallyfy by adding them to folders, marking them as favorites, filtering your view, or archiving completed ones. Pick what works for you below.
Tasks View > Organize tasks and processes into folders
Tallyfy has two separate folder systems - one for templates and another for active tasks and processes - plus tags that let items belong to multiple categories.
Tracker View > Manage and track my processes
Use Tallyfy’s Tracker view to see all running processes as cards with status, due dates, assignments, sorting, filtering, and color-coded indicators.
Tracking And Tasks > Tracker view
The Tracker view in Tallyfy gives you a real-time dashboard of all running processes with board and table display options, filters, folders, and management actions to monitor progress and spot bottlenecks.
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