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Tasks view

The Tasks view

Click Tasks in the left sidebar to see all your tasks in one place - from every running process and any standalone one-off tasks you’ve created. It’s your master to-do list in Tallyfy.

How do I use filters?

Click the Filters button to narrow down your task list. Here’s what you can filter by:

  • Assignee - your own tasks, a specific coworker, a guest (by email), everyone, or unassigned tasks
  • Status - “To Do” (default) or “Completed”
  • Task state - “Overdue”, “Due Soon”, or “On Time”
  • Tags, templates, folders - and more

See Customize the task view for full details on filters and sorting.

How can I create tasks from this view?

Hit the + Create button to create a one-off task - perfect for quick to-dos that don’t need a full process.

Tasks View > Customize the task view

Tallyfy’s Tasks View lets you stack filters like status and assignee and tag and template to narrow down your task list and then sort results by most recent or most delayed to quickly spot overdue work or check specific people’s workloads.

Pro > Tracking

Tallyfy offers two tracking views in its sidebar: Tracker View for monitoring entire workflows across your organization and Tasks View for managing your personal to-do list of individual assignments and process steps.

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.

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.