Create and assign groups

Creating groups and assigning them to tasks

Do you have a task that needs to be assigned to a large group of people? No worries! With Tallyfy, you can easily create different groups and assign tasks to them in a snap!

To create, view, edit, or delete groups, follow these steps:

1. Go to Settings > Organizations > Groups.

2. Click on the ”+” button to create a new group.

3. Enter a group name, a description, and start adding members. Once you’re finished, click “Create” to save the group.

Now, you can assign groups to process tasks or add them as steps in your procedures.

Note on assigning groups

When you assign a task to a group, you’ll need to pick either a member or a group of people to complete the task. You can specify a maximum number of people who can be assigned to the task by toggling the “Enforce maximum number of assignees” option in the task settings. If you’re looking into a more sofisticated way of dynamically assign tasks to groups, you might want to check out assignment actions.

That’s it! Managing groups and assigning tasks with Tallyfy has never been easier. Stay organized and streamline your workflow effortlessly.

For more information or assistance, please reach out to our support team. Happy organizing and task assigning!

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