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:
-
Go to Settings > Organizations > Groups.
-
Click on the “+” button to create a new group.
- 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.
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!
Related articles
Edit tasks > Assign members or guests after launching
Tallyfy allows easy assignment of members to tasks in templates, during process launch, and within active processes or one-off tasks, ensuring clear responsibilities and efficient workflow.
Essentials > Groups
Groups in Tallyfy allow you to efficiently assign tasks to collections of members or guests, simplifying workflow management.
Actions > Automate task assignments
Assignment actions in Tallyfy allow you to automatically assign people to tasks when specific conditions are met.
Guests > Assign tasks to guests
Assigning tasks to guests in Tallyfy is simple and can be done when creating a template, after launching a process, or by commenting on a task with the guest’s email address.