Tasks View > Organize tasks into folders
Tasks can be organized and accessed efficiently by adding them to folders using the task menu and filtering options in the Task tab.
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.
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.
That’s it! Now you can easily organize and access your processes.
Tracker View > Organize processes
Users can effectively sort and manage their processes through tags folders and customizable filtering options in both Tasks and Tracker views.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.
The platform offers two main navigation options through Tracker for high-level process monitoring and Tasks for detailed task management at an individual level.
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