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Organize processes

Ways to organize processes

You can manage your view of active processes in Tallyfy by adding them to folders, marking them as favorites, filtering your view, or archiving completed ones. Pick what works for you below.

Organize Processes > Organize processes into folders

Tallyfy lets you group active processes into folders in the Tracker view by client or project and uses separate folder systems for templates versus running processes so you can filter and find work instantly.

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.

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.