Tallyfy guests are external stakeholders who can complete specific workflow tasks through secure email links without needing full accounts or paid subscriptions while maintaining limited access to only their assigned tasks.
The guest view
The guest dashboard is a special page where people outside your company (guests) can see all the tasks assigned to them from different Tallyfy processes, all in one place.
Guests can see their dashboard in two ways:
- Click the special task link they receive in their email.
- Go to https://go.tallyfy.com ↗ and type in their email address.
The guest dashboard shows:
- Process list: A list of all processes where the guest has assigned tasks.
- Task cards: Each individual task assigned to the guest.
- Status markers: Easy-to-see signs showing if a task is waiting, being worked on, or finished.
- Comments section: A place to leave comments or ask questions about a task.
- Attachments: Any files shared with the guest for a task.
- Due dates: Shows when tasks need to be completed.
- Find the process you’re interested in on the dashboard.
- Click the process name to see more details.
- You can see all the tasks assigned to you within that process.
- Click the task you want to work on.
- Read the instructions for the task.
- Fill out any form fields or upload any files needed.
- Add comments if you have questions or updates.
- Click Complete when you’re done with the task.
- Finished tasks get a checkmark.
- The task you need to work on now is usually highlighted.
- Future tasks show when they will be ready for you.
- A percentage might show how much of the whole process is done.
As a guest user, you can:
- See and complete tasks assigned to you.
- View documents or files attached to your tasks.
- Add comments to your tasks.
- See the overall progress of processes you are part of.
- Get email updates about your tasks.
Guests > Complete guide to guest user management
This comprehensive guide explains how to effectively use Tallyfy’s guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.
Tallyfy guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows.
Guests > Assign tasks to guests
This guide explains how administrators and standard members can assign workflow tasks to external guest users by entering their email addresses either when building process templates during active processes or through comment mentions with guests receiving email links to complete tasks without needing full Tallyfy accounts.
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