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Organize processes into folders

Organize processes into folders

Today, we’re going to talk about organizing your tasks into folders. 📁 Sometimes it can be challenging to keep track of all your tasks. With folders, you can easily sort and group your processes, making them super easy to find.

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”.
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.

Filter Folder

That’s it! Now you can easily organize and access your processes.

Tasks View > Organize tasks into folders

Tasks can be organized and accessed efficiently by adding them to folders through a simple dropdown menu and filtering them using the Task tab’s folder filter option.

Tracker View > Organize processes

Tallyfy enables process organization through tags and folders while offering customizable filtering options in Tasks and Tracker views for efficient workflow management.

Tracker View > Manage and track my processes

Tallyfy’s cloud-based dashboard enables efficient process tracking with sorting options, progress statuses, and detailed process cards for comprehensive workflow management.

Pro > Tracking

Tallyfy offers dual navigation options with Tracker for high-level process monitoring and Tasks for detailed task management at both individual and process levels.