TRACKER > What is 'Tasks' in the sidebar?

Your sidebar is your handy way to move through Tallyfy. You'll see different options depending on your plan, like Processes. This view is only for Basic and Pro plans which can launch Active Processes. Try those plans and you'll find it ;) 

Everyone will see  Home, +Create, Tasks, and Library options.


Clicking on the Tasks bar, you will be led to a view of all your tasks. Every user will see a list of his assigned tasks whether they are one-off tasks or from within processes. The default view is of all uncompleted tasks. You can also view your completed tasks, tasks assigned to other members, and tasks assigned to guests.

Want even more filters? You can see tasks based on the assignee, process status (PRO), and more. Learn how here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us