Tracker View > Organize processes
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.
Favorite section
The Favorites feature (click the star icon ⭐ in the left sidebar) lets you bookmark items (processes, tasks, members, templates) for quick access. Adding an item to Favorites also automatically “watches” it, meaning you can get notifications about its changes. This dual functionality combines organization with intelligent monitoring.
When you “watch” an item (by adding it to Favorites), Tallyfy can notify you when something changes (like task completion or template updates). You control how often you get notifications.
Click the star icon ⭐ in the left sidebar to open Favorites. This shows all items you’ve marked.
- Processes: Hover over a process in the Tracker view and click the star icon ⭐.
- Tasks: Open the task and click the star icon ⭐ next to the task name.
- Members (Admins Only): Go to Settings > Organization > Members, click a member’s name, then click the star icon ⭐.
- Templates: Go to the Templates library, hover over a template, and click the star icon ⭐.
Clicking the star again unfavorites (and unwatches) the item.
Within the Favorites section, use the filter options at the top to show only certain item types (e.g., only show favorited processes or favorited tasks).
For each item in your Favorites list, you can control how and how often you’re notified about changes.
- Target Options: Choose how you want to be notified (currently, email is the main option).
- Notification Frequency: Choose how often you’re notified about changes to that specific item:
- Electric: Get notified instantly.
- Mindful: Get grouped updates every few hours.
- Chilled: Get a daily summary email.
You can set different frequencies for different items, letting you get instant alerts for critical items and daily summaries for less urgent ones.
The Favorites section is where you manage watched items:
- View your full list of favorited/watched items.
- Change notification settings (frequency/target) for any item.
- Filter your list.
- Remove items by clicking the star again (unfavorites/unwatches).
Tracker View > Manage and track my processes
Tallyfy’s Tracker view enables comprehensive process management by displaying running processes as cards with key information like status due dates and assignments while offering sorting and filtering capabilities to organize workflows efficiently.
Tags in Tallyfy function as flexible keywords that can be applied to multiple templates and processes simultaneously for enhanced organization and filtering capabilities beyond traditional folder structures.
Template Tools in Tallyfy streamline template development through bulk operations like creating multiple steps simultaneously batch assigning tasks to team members adjusting deadlines across multiple steps and enabling administrators to add templates to other users’ favorites for improved workflow management efficiency.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks