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”.
- 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.
Related articles
Tasks view > Organize tasks into folders
Folders allow you to easily sort, group, and organize your tasks for convenient access and management.
Tracker view > Organize processes
The page tree and related articles provide an overview of Tallyfy’s tracking and tasks features for effectively monitoring and managing processes.
Tracker view > Manage and track my processes
Tallyfy simplifies process management with a user-friendly dashboard, tracker view, sorting options, and progress status indicators.
Pro > Tracking
The Tallyfy platform offers a Tracker view for high-level process monitoring and a Tasks view for individual task management.