Organize processes into folders

Organizing active processes into folders

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).

Process folders vs. template folders

Tallyfy uses separate folder systems for templates and for 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”).

This means an “Employee Onboarding” template might be in an “HR” template folder, but running onboarding processes could be in process folders like “Sales Onboardings” or “IT Onboardings”.

How to 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. A window appears. Choose an existing folder or click Create Folder to make a new one.
6. 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:

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

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