Tracker view

The Tracker view

The Tracker view is your real-time dashboard for all running processes. Monitor progress, spot bottlenecks, and catch problems early - all from one screen.

Unlike the Tasks view (your personal to-do list), the Tracker shows the big picture across your whole organization. You see where work flows smoothly and where it doesn’t.

Key features

Display options

Tallyfy gives you two ways to view your processes:

• Board View - Visual cards showing each process with status indicators, assignees, and progress bars. Good for kanban-style tracking.
• Table View - A spreadsheet-like format with sortable columns. Better for sorting, filtering, and working with many processes at once.

Switch between views anytime. See how to switch between board and table formats for details.

Filtering

The Tracker comes with built-in filter presets:

• All processes - everything in your organization
• My processes - processes where you’re involved
• Overdue processes - anything past its deadline
• Favorites - processes you’ve starred
• Overdue problems - processes with unresolved issues
• Untagged - processes without tags
• Archived - completed or shelved processes

You can also filter by assigned members, tags, template type, and folder. Save custom filter combinations as presets for quick access.

Process management actions

From the Tracker, you can:

• Archive processes to remove them from active views
• Organize processes into folders
• Star processes as favorites for quick access
• Export process data to CSV
• View all form field responses using the Preview option inside a process

Viewing all form data in one place

Open any process from the Tracker and switch to the Preview option. This shows all form field responses collected throughout the process in a single summary - no need to click through each task individually.

Table view export requirements

You must select a specific template before the export option becomes available in table view.

Why? Different templates have different field structures, so CSV exports need consistent columns. Cross-template data would create incompatible headers.

For multi-template exports:

1. Export each template separately, then combine in a spreadsheet
2. Use Tallyfy Analytics for cross-template reporting

Custom view display logic

Why you see completed processes: Custom views show processes where you’re involved, not just where you have outstanding tasks.

You’re “involved” if:

• You were assigned to any task (even completed ones)
• You were mentioned in comments
• You participated in approval steps
• You’re the process owner

To focus on current work:

• Use the My processes preset to see only processes you’re involved in
• Apply a status filter for “Active” to hide completed processes
• Archive finished processes to remove them from active views

Sorting options

Board view sorting (from the sort dropdown):

• Newest first / oldest first (by created date)
• Most delayed
• Name A-Z / Name Z-A

Table view sorting - click any column header to sort by: name, progress, status, due date, started by, process owner, favorites, start date, last updated, assignees, next step, and more.

Not available yet - sorting by custom form field data (kick-off form dates, dropdown selections, number fields). Workarounds:

1. Include sort-relevant data in process names (e.g., “2025-08-12 - Client Onboarding”)
2. Export to CSV and sort in spreadsheet software
3. Use filters instead of sorting
4. Save different filtered presets for different needs

Future enhancements

Calendar, Gantt chart, and Timeline views are being explored, along with form field sorting. Share your preferences with Tallyfy support.

• Check process activity
• Create custom views
• Manage and track my processes
• Organize processes
• Switch between views

Related articles

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 > Switch between views

Tallyfy’s Tracker lets you toggle between a visual Board view showing process cards and a detailed Table view with sortable columns and customizable fields though the table view resets to the first blueprint when you use away so using in-app navigation is recommended.

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 > 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.

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