Guests are external people like clients and suppliers who complete workflow tasks through secure…
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.
- 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.
- 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.
- 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.
Tallyfy lets you bring external clients and partners into your workflows as free guests who…
Tallyfy lets you assign workflow tasks to external guests like clients and vendors via secure…
Tallyfy’s guest dashboard is a passwordless hub where external users can view all assigned tasks…
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