TRACKER > What is 'Tracker' in the side bar?
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Your sidebar is your dashboard. Tallyfy can show you the "speed" (status) of processes, the overall functions (Home), the gas level (Library), etc.
Tracker
You'll see all your active processes and their statuses here.
Don't know what a process is? Read this first!
The number (312 in our example) is your total number of active processes. View your Tracker (process dashboard) in a Grid or a Table format:
Every process has a card which shows the:
- 1
- Process Template
- 2
- Process Name
- 3
- Process Status: On time, Overdue, Issue Reported, Due Soon
- 4
- Number of Tasks Completed
- 5
- Next Task, Due Date, and Assignee(s)
Organization
You can sort through your processes according to different criteria:
- By Due Date
- Sorts from soonest to latest: Overdue > Due Soon > Due in x days/weeks
- Newest First
- Sorts based on process creation date
- Oldest First
- Sorts based on process creation date
- Sort A-Z
- Sorts based on the alphabetical order of process names
- Sort Z-A
- Sorts based on the alphabetical order of process names
If you want to sort through your processes according to specific criteria, see: What are Custom Process Views?
Progress Status
On time: Your process is right on track! Nothing is due soon and there are no issues.
Due soon: The dates are getting close. One or more tasks are due in the next 24 hours.
Overdue: Oops! Someone missed a deadline. As soon as a step goes over by 1 second, it'll be overdue. Or, an issue has been reported.
*Learn all about timelines and deadlines here!