Tracker View > Organize processes
Tallyfy lets you organize active processes using folders, favorites, filters, and archiving…
Favorites and watching
Click the star icon in the left sidebar to open Favorites. It lets you bookmark items (processes, tasks, members, templates) for quick access. Starring an item also “watches” it - you’ll get notifications when specific events happen to that item.
When you watch an item by starring it, Tallyfy notifies you about specific events. The events that trigger notifications depend on the item type.
When you watch a template, you’ll be notified about:
- Step creation - New steps added to the template
- Step deletion - Steps removed from the template
- Assignee changes - Step assignees added or removed
- Form field creation - New form fields added to steps
- Form field deletion - Form fields removed from steps
Document templates also trigger notifications when their content is updated.
When you watch a task, you’ll be notified about:
- Task completion - The task is marked complete
- Assignee changes - Task assignees are added or changed
- Deadline changes - The task deadline is modified
- Task reopening - The task is reopened after completion
Comments, file attachments, and form field value changes don’t trigger watcher notifications.
When you watch a process, you’ll be notified about:
- Task completion - Any task within the process is completed
- Process completion - The entire process finishes
- Archiving/restoring - The process is archived or restored
- Owner changes - The process owner is changed
When you watch a team member, you’ll be notified when that person:
- Launches a process - Creates a new process instance
- Completes a task - Finishes any assigned task
Click the star icon in the left sidebar. You’ll see all your bookmarked items.
- 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.
Click the star again to unfavorite and unwatch the item.
Use the filter options at the top of the Favorites section to show only certain item types - for example, only favorited processes or only favorited tasks.
For each favorited item, you can control how and how often you’re notified.
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Target options - Choose how you want notifications:
- Email - Receive notifications via email
- Webhook - Send notifications to external systems via webhook URLs
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Notification frequency - Choose when notifications arrive:
- Electric - Immediate notification when an event happens
- Mindful - Digest sent every 3 hours
- Chilled - Daily digest sent once per day
You can mix frequencies across items. Get instant alerts for critical items and daily digests for less urgent ones. The events that trigger notifications stay the same - only the delivery timing changes.
The Favorites section is your hub for managing watched items:
- View all favorited/watched items
- Change notification settings (frequency and target) per item
- Filter the list by item type
- Unfavorite items by clicking the star again
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