Groups let you assign tasks to entire teams at once - think of them as saved lists of people you work with regularly. Simple.
Instead of clicking “assign” and adding people one by one (we’ve all wasted time on that), you just pick the group. Your workflow setup that used to take 10 minutes? Now it’s done in seconds.
Key benefits of using groups
Faster task assignment: One click assigns the whole team
Consistent workflows: Same groups work across all your processes
Automatic updates: Someone leaves? They’re out of all groups automatically
Smooth transitions: New team members get added once and they’re ready to go
Here’s where it gets really useful - if you’re running the same workflows every week or month, groups save you from repetitive setup work.
Notice that last one? You can mix your internal team with external partners in the same group. Your auditor, consultant, or client can work right alongside your staff.
Automatic membership management
This is my favorite part. When someone leaves your company, Tallyfy removes them from every group automatically. No hunting through workflows to clean up assignments.
New hires join their groups on day one - instant access to all their workflows
External guests work seamlessly with your team (yes, still free and unlimited)
Everything stays current without you lifting a finger
The result? Less time managing people lists, more time getting work done.
Tallyfy allows administrators to create groups by adding members and guests through Settings then assign these groups to tasks in process templates with options to control maximum assignees and dynamic assignment rules.
API endpoints enable management of organizational groups through creating listing updating and deleting functionalities while organizing members and guests for various tasks.
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.
Tallyfy members are organizational users with paid access who receive one of three roles - Administrator with complete system control Standard for regular employees with full workflow capabilities and Light for task completion only - with pricing structured to match Full roles for Administrators and Standards while Light roles cost significantly less.
