Tallyfy’s guest dashboard is a passwordless hub where external users can view all assigned tasks…
Guest
You were invited by email to do something in Tallyfy. Good news: you don’t need an account or a password. Open the link in your email and you’re in. Here’s everything a guest needs, and nothing extra.
Get to your work
Section titled “Get to your work”- What is a guest, and do I need an account? No login, no password. You get a secure link to only the tasks meant for you.
- Find your task link Lost the email? Here’s how to get back to your task.
- See everything assigned to you One passwordless page lists all your open and finished tasks.
Finish the task
Section titled “Finish the task”- Complete or reopen a task Check it off when you’re done.
- Fill in form fields Text boxes, dropdowns, dates, file uploads - what each one is and how to complete it.
- Ask a question or leave a comment Stuck? Comment right on the task to reach the person who assigned it.
If something’s off
Section titled “If something’s off”- I finished a task by mistake Ask the person who assigned it to reopen it for you.
- Does Tallyfy work on my phone? Yes - phone, tablet, or computer, with nothing to install.
- Get help from support Still stuck? Here’s how to reach a human at Tallyfy.
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