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Groups

What are groups?

Groups are collections of members or guests that allow for efficient task assignment.

Benefits of using groups

  • Assign tasks to multiple people at once rather than individually
  • Save time on process management and task assignment
  • Automatic updates when members join or leave your organization
  • Simplified conflict resolution for membership changes

Example

A group called “Accounting Team” might include:

Managing group membership

  • Members who leave your company are automatically removed from all groups
  • New members can be added to relevant groups during onboarding
  • Both members and guests can be included in the same group

Groups > Create and assign groups

Groups can be created and assigned to tasks through the Settings interface allowing flexible member management and controlled task assignments with customizable assignment limits and automation options.

Edit Templates > Understanding assignment types

Tallyfy offers various assignment types including fixed assignments for known assignees job title assignments for dynamic role-based allocation and guest assignments for external collaborators with comprehensive automation options.

Documenting > Members

Tallyfy’s membership system offers three distinct roles - Administrator with full access rights Standard with configurable permissions and Light with limited template editing capabilities while maintaining cost-effective pricing for different user needs.

Documenting > Guests

Guests in Tallyfy are external users who can access specific assigned tasks through unique forever links without requiring login while members maintain oversight of their activities through task co-assignment.
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