What are 'custom process views'?

'Custom process views' is an advanced feature that enables you to create unlimited custom process views so you can see processes that have specific criteria:

You can set your criteria to view processes by ALL or ANY of these attributes:

  1. Assigned to a particular member(s)
  2. Tagged with specific tags(s)
  3. Started using specific blueprints
  4. In specific process states, such as: Complete, Archived, Active, Issue Unresolved, Starred (Favorite) or Delayed.
  5. You can also create multiple criteria under one view using the 'And' or 'Any' option
  6. Your custom process view is only visible to you, under the dropdown in the Process Tracker.

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Please contact the Tallyfy Support team if you have any questions, to share any feedback or request a feature. We would love to hear from you!
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