Create and assign groups

How to create groups and assign tasks to them

What you need

• Permission level of Administrator or Standard member.
• Access to the Settings section.

Creating a new group

1. Go to Settings > Organizations > Groups.
2. Click the + button to add a new group.
3. Type in a name and description for the group.
4. Add people (members and guests) to the group.
5. Click Create to finish.

Using Groups for Recurring Guests

Creating a group containing frequently used guest emails (e.g., a specific client team) allows you to assign tasks to that group in templates, saving you from entering the same guest emails repeatedly.

Assigning groups to tasks in templates

When you are creating or editing a process template:

1. Select the step (task) you want to assign.
2. Click in the assignment box (where it says “Assignee”).
3. Choose the group you want to assign from the list.

Setting options for group assignments

You have options to control how tasks are assigned to groups:

• Turn on Enforce maximum number of assignees if you want to limit how many people from the group can be assigned to the task at one time.
• If you turn that on, set the maximum number allowed.
• If you need assignments to change automatically based on how the process is going, use assignment actions instead.

How group assignments work

When a task is assigned to a group, the person launching the process can choose specific people from the group or assign it to the whole group (depending on how you set it up).

Currently, you cannot assign just some members of a group to a task directly within the template setup – you either assign the whole group or specific individuals. However, once a process is running, an individual member can choose to take over a group task by editing the task assignees (removing the group) and assigning it only to themselves.

Related articles

Documenting > Groups

Groups provide a streamlined way to organize team members and guests for efficient task assignment and automatic roster management within organizational workflows.

Tasks > Complete guide to task assignment options

A comprehensive guide to assigning tasks in Tallyfy, including assignment types, options, and best practices to ensure work gets done efficiently.

Edit Task > Assign members or guests after launching

Tasks can be assigned to members and guests during template creation process launch or while a process is running with options to restrict task completion and utilize automatic launcher assignment features.

Edit Templates > Understanding assignment types

Task assignments in templates can be handled through fixed assignments to specific people or groups dynamic job title assignments guest user assignments or automated rules based on process conditions.