Organize processes into folders

Organize active processes into folders

You can group active processes into folders in the Tracker view - by client, project, status, or whatever makes sense for your team.

Why are process folders separate from template folders?

Tallyfy keeps separate folder systems for templates and active processes. This lets you organize:

• Templates by type or department (e.g., “HR Templates”, “Client Ops Templates”).
• Active processes by client, project, or status (e.g., “Coca Cola Work Requests”, “Urgent Projects”).

An “Employee Onboarding” template might live in an “HR” template folder, while running onboarding processes go into folders like “Sales Onboardings” or “IT Onboardings”.

How do I create or add processes to folders?

1. Go to the Tracker view.
2. Click the three dots (…) menu on the process card you want to organize.
3. Select Add to Folder.
4. 
5. Choose an existing folder or click Create Folder to make a new one.
6. Select the folder and confirm.

Once a process is in a folder, filter the Tracker view to show only that folder’s processes:

1. Click Add Filter at the top of the Tracker view.
2. Choose the Folder filter.
3. Pick the folder name.

Related articles

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 > Organize processes

Organize active processes in Tallyfy using folders, favorites, filters, and archiving for better visibility across your Tracker view.

Templates > Using folders for templates

Tallyfy lets you create folders and subfolders to organize your workflow templates by department or function and these template folders are completely separate from the task/process folders used to organize running work in the Tasks and Tracker views.

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.

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