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 by using a three-dot menu to add processes to existing or newly created folders which can then be filtered for better workflow visibility and project management.
Tallyfy provides two separate folder systems - one for organizing master templates in the Templates library and another for organizing active work in Tasks and Tracker views - plus flexible tags that allow items to belong to multiple categories for enhanced workflow organization.
Tallyfy’s Tracker view offers centralized process management through visual cards displaying key information like status due dates and assignments with comprehensive sorting filtering and color-coded status indicators to monitor workflow progress and identify issues across your workspace.
Tallyfy allows users to archive processes to remove them from active views while preserving data and provides unarchiving options through the Tracker view’s filter system with different permission levels for various user types.
