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Organize processes into folders

Organize active processes into folders

You can group active processes into folders in the Tracker view - by client, project, status, or whatever makes sense for your team.

How do I create or add processes to folders?

  1. Go to the Tracker view.
  2. Click the three dots (…) menu on the process card you want to organize.
  3. Select Add to Folder.
  4. Dialog box to create a new folder for organizing processes
  5. Choose an existing folder or click Create Folder to make a new one.
  6. Select the folder and confirm.

Once a process is in a folder, filter the Tracker view to show only that folder’s processes:

  1. Click Add Filter at the top of the Tracker view.
  2. Choose the Folder filter.
  3. Pick the folder name.
Process list filtered by Client related folder (46 chars)

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.

Templates > Using folders for templates

Tallyfy lets you create folders and subfolders to organize your workflow templates by department or function and these template folders are completely separate from the task/process folders used to organize running work in the Tasks and Tracker views.

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.
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