This article explains organizing active processes into folders 📁 in the Tracker view. Folders help sort and group processes for better tracking (e.g., by client, project, status). This organization approach enhances workflow visibility and project management efficiency.
How do I create or add processes to folders?
Go to the Tracker view.
Click the three dots (…) menu on the process card you want to organize.
Select Add to Folder.
A window appears. Choose an existing folder or click Create Folder to make a new one.
Select the desired folder and confirm.
Once a process is in a folder, you can filter the Tracker view to show only processes in that folder:
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 offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.
Template folders enable efficient organization of workflow blueprints by providing hierarchical structure for categorizing reusable templates while maintaining separate systems for active process management.
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.
