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). This organization approach enhances workflow visibility and project management efficiency.
How do I create or add processes to folders?
Go to the Tracker view.
Click the three dots (…) menu on the process card you want to organize.
Select Add to Folder.
A window appears. Choose an existing folder or click Create Folder to make a new one.
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:
Tallyfy provides two separate folder systems - one for organizing master templates in the Templates library and another for organizing active work in Tasks and Tracker views - plus flexible tags that allow items to belong to multiple categories for enhanced workflow organization.
Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.
Organizing templates in Tallyfy through folders and subfolders helps teams quickly locate workflow blueprints among large libraries while keeping template organization separate from the folder system used for active running processes and tasks.
Tallyfy’s Tracker view offers centralized process management through visual cards displaying key information like status due dates and assignments with complete sorting filtering and color-coded status indicators to monitor workflow progress and identify issues across your workspace.
