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Groups

What are groups?

Groups are simply lists of people (members or guests) put together. They make it easier to assign tasks to several people at once.

Benefits of using groups

  • Assign tasks faster: Give a task to a whole group instead of adding people one by one.
  • Save time managing processes: Makes assigning tasks in your processes quicker.
  • Keep lists updated automatically: When members join or leave your company, Tallyfy updates the groups they are in.
  • Easier membership changes: Handles updates smoothly when people’s roles change.

Example

You could have a group called “Accounting Team” with:

Managing who is in a group

  • People who leave your company are automatically removed from all groups they were in.
  • You can add new employees to the right groups when they start.
  • You can put both regular members and outside guests in the same group.

Groups > Create and assign groups

Learn to create groups for team organization and manage group-based task assignments with options for limiting assignees and setting automated assignments in process templates.

Documenting > Members

Tallyfy’s membership system consists of three distinct roles - Administrator with full control Standard for common employee access and Light for basic process execution with pricing varying based on the assigned role level.

Edit Templates > Understanding assignment types

Tallyfy offers multiple task assignment methods including fixed assignments to specific people or groups dynamic job title-based assignments guest assignments and automation rules for flexible workflow management.

Org Settings > Organization customization settings

Organization settings in Tallyfy enable administrators to configure member permissions email domains task management work schedules and notification preferences to customize platform functionality for their teams.
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