Create and assign groups

Managing groups and assigning tasks

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

Create groups with frequently used guest emails (like a specific client team) to assign tasks quickly. This saves you from typing the same guest emails over and over.

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

Control how group assignments work with these options:

• Enable Enforce maximum number of assignees to limit how many group members can work on one task.
• Set your maximum number when you enable this option.
• For dynamic assignments that change based on process conditions, use assignment actions instead.

How group assignments work

When a task gets assigned to a group, whoever launches the process can pick specific people from that group or assign it to everyone (depending on your setup).

Template setup limits you to assigning either the whole group or specific individuals - no partial group assignments. But once a process runs, any group member can take ownership by editing the task assignment and removing others.

Related articles

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Tallyfy enables step assignment through multiple methods including specific members groups job titles guests or leaving steps unassigned with options for automation rules to dynamically adjust assignments based on process conditions and workflow requirements.

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Tallyfy groups enable efficient task assignment by organizing collections of people into reusable teams that automatically update membership when staff changes occur and allow mixed collaboration between internal members and external guests.

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