Create and assign groups

How can I manage groups and assign tasks in Tallyfy?

What you need

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

How do I create new groups in Tallyfy?

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 in Tallyfy are organized collections of members and guests that enable efficient task assignment to multiple people simultaneously while automatically managing membership changes and reducing administrative overhead for team-based workflows.

Tasks > Complete guide to task assignment options

Tallyfy offers comprehensive task assignment capabilities including direct individual assignments role-based assignments and guest assignments with advanced features like conditional routing bulk management and customizable notifications to optimize workflow efficiency and team productivity.

Edit Task > Assign members or guests after launching

Task assignment in Tallyfy can be done during template creation process launch or while processes are running with options to assign specific members groups guests or job titles and includes settings for automatic launcher assignment and completion restrictions.

Edit Templates > Understanding assignment types

Tallyfy templates allow you to assign tasks to specific people groups job titles or guests with options for automation rules to dynamically change assignments based on process conditions.