Organize processes into folders

How to add active processes to folders

This article explains how to organize your processes into folders. 📁 Folders help you sort and group your processes, making them easier to find.

Process folders vs. Template folders

Tallyfy uses separate folder systems for templates and for active processes. This gives you the flexibility to organize:

• Templates by function, department, or process type
• Active processes by client, project, department, or any other execution-focused category

For example:

• You might store an “Employee Onboarding” template in an “HR” templates folder.
• But when running onboarding processes, you’d organize them in folders like “Sales Onboardings” or “IT Onboardings” based on the department being onboarded.

Similarly, client work request templates might live in a “Client Ops” folder, while actual client processes are organized in folders like “Coca Cola Work Requests” to group all work for specific clients.

Create and add processes to folders

In order to create a folder, follow these steps:

• Head over to the tracker view, in it, Click on the triple dots located at the top right of the process you want to add to a folder, then select “Add to Folder”.

• A window will appear, allowing you to choose the desired folder for the process, or you can create a new folder.

Once you add your process to a folder, you can easily filter processes using the “Add filter” option at the top of the tracker view, then select the desired folder you want to filter on.

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