Light members are task-focused users like field workers and contractors who can log in and…
Member (light seat)
You complete the tasks assigned to you and keep an eye on the work you’re part of. You can’t build or edit templates - that’s the editor role - and you don’t need to. Here’s everything you’ll actually use.
- Create your account and sign in Set your password, or sign in with Google or Microsoft.
- Find your way around The sidebar, search, and where your tasks live.
- What tasks are The basics: what a task is and how timing and deadlines work.
- Your to-do list (Tasks view) Every task assigned to you, in one place.
- Filter and customize your view Narrow down to exactly what you need to do next.
- Complete or reopen a task Check it off, or reopen one if you moved too fast.
- Fill in form fields The data you enter as you work through a task.
- Comments and @mentions Ask questions and tag teammates right on the task.
- Track running processes (Tracker) Watch where the work you’re part of stands.
- What a process is How a launched workflow differs from a template.
- Email notifications and your digest Decide what Tallyfy emails you, and when.
- Set your profile photo Put a face to your name.
- Change your email or password Keep your account current and secure.
- Use Tallyfy on any device Phone, tablet, or desktop.
- Install the desktop app Get native notifications even when your browser’s closed.
- Search across everything Jump to any task, process, or person.
- Read SOPs without launching anything When your team publishes reference guides in knowledge-only mode.
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