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Tracking

Tracking options in Tallyfy

Tallyfy gives you two ways to track work - both in the left sidebar. Understanding what a workflow is helps you get the most from them.

  • Tracker View - Shows all running processes at a glance. See which workflows are on track and which need attention across your organization.
  • Tasks View - Lists every task you need to complete - whether it’s part of a process or a standalone assignment. Your personal to-do list.

Why two different views?

The Tracker view is for monitoring entire workflows. The Tasks view is for getting work done. Think helicopter view versus street level - both matter at different times.

Tracking And Tasks > Tasks view

Tallyfy’s Tasks view acts as a unified personal to-do list in the left sidebar that pulls together every task from all running processes and standalone one-off tasks while offering powerful filters by assignee and status and tags to quickly find and manage your work.

Tracking And Tasks > Tracker view

Tallyfy’s Tracker view serves as a real-time organizational dashboard for monitoring all running processes through board or table formats with built-in filtering presets and sorting options that let you spot bottlenecks and manage work across your entire organization from a single screen.

Tracker View > Manage and track my processes

Tallyfy’s Tracker view gives you a bird’s-eye dashboard of every running process in your workspace showing status cards with color-coded deadlines and sorting plus filtering options to quickly spot overdue or blocked work.

Tracker View > Organize processes

Tallyfy lets you organize active processes through folders and favorites and filters and archiving so you can quickly find and manage running workflows in whatever way suits your team best.