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 ( 350 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's Blueprint
- 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 alphabetical order of process names
- Sort Z-A
- Sorts based on 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!