The Tallyfy platform offers comprehensive navigation through a left sidebar menu featuring process creation search functionality multiple language options and notification updates alongside various management tools for tasks templates and team members.
Favorite section
Sometimes you want to “subscribe” to a particular process, task, member or even a template’s progress so that you get notified when something changes in any of these. This is where the “Favorites” section comes in handy. You can mark any process, task, member or template as a favorite and then easily access them from the “Favorites” section.
You will then be presented with a list of all the processes, tasks, members, and templates that you have marked as favorites. You can click on any of these to view more details or to access them directly.
To start marking processes as favorite. Just hover over an active process and look for the star in the bottom right corner. Click on it and voila! You’ve just favorited that process. It’s like having your own personal star!
To mark a task as a favorite, select the task of your choice either from the tasks view or directly from the process itself and simply click on the star icon next to the task name. This will add the task to your favorites list.
To mark a member as a favorite, click on the “People” tab in the left sidebar. This will open the “Members” section where you can see all the members in your organization. Click on the member that you want to mark as a favorite, and then click on the star icon next to their name. This will add the member to your favorites list.
To mark a template as a favorite, click on the “Templates” tab in the left sidebar. This will open the “Templates” section where you can see all the templates in your organization. Click on the template that you want to mark as a favorite, and then click on the star icon next to the template name. This will add the template to your favorites list.
You can filter processes either by clicking the search bar and looking for something specific, or you can check and uncheck the boxes at the top to specify what you want to see. You can filter by processes, tasks, members, and templates.
Target options are a way of specifying in which way you want to be notified on. Right now, We are still working on the webhook and chat notification options. But you can still use the email notification option. Which will send you an email whenever a process, task, member, or template that you have marked as a favorite is updated.
Frequency options are a way of specifying how often you want to be notified. You can choose from the following options:
- Electric: This will notify you immediately when the selected favorite is updated.
- Mindful: This will notify you every few hours when the selected favorite is updated.
- Chilled: This will notify you once a day when the selected favorite is updated.
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.
Tasks View > Customize the task view
Tallyfy’s task view offers comprehensive filtering and sorting capabilities to efficiently manage workloads and track tasks across team members through customizable filters and sorting options.
Tracker View > Create custom views
The custom view feature in Tallyfy enables users to filter and display processes through specific criteria by creating presets which can combine multiple filtering options for tailored process monitoring.
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