Guests
Guests are unlimited and free on Tallyfy. Guests are designed to be used for assigning transient people a one-time set of tasks or fields to fill out and complete.
When you are documenting any template, like a procedure - you need to make a decision on who that step is assigned to. You can assign a step to:
- A fixed set of people - this can include groups
- A job title. For example - “Project Manager”
- A guest. This explicitly indicates a task is for a guest. A guest is someone outside your company - like a client.
Important points about guests:
- A guest gets a private forever link which is unique to their email address. The forever link never changes if the guest email address never changes. A member can reset the forever link if you like.
- A guest uses Tallyfy via their forever link. They never need to signup or login, which removes extra friction and barriers to engagement.
- A guest can only see the specific tasks they are assigned to - not other tasks within the process. For example, let’s say a process has 25 tasks and 3 of those tasks are assigned to a specific guest. The guest will only see the 3 tasks assigned to their email address.
- A guest can delegate a task to another guest by adding assignees to a task. This is very useful for example, when a customer wants to delegate a task or a form to someone else within their company. It helps people outside your company self-organize to get things done.
- A task assigned to a guest must always have at least one member assigned to it as well. The reason is that the member acts as a chaperone and comments on the task notify someone within the company, instead of nobody being made aware of them.
- A guest is automatically notified and reminded of their assignments. You don’t need to do anything manually. Just enter their email address, and Tallyfy handles the rest.
- A guest can set their own daily digest frequency and email preferences.
- You can see logs of which emails a guest received in Settings > Guests
- A guest can change the language of the UI and the language of content within Tallyfy (if you’ve enabled a language API like Azure AI)
To learn more about guests:
- What is a guest
- Assign tasks to guests
- Convert a guest into a member
- The guest view
- Get a guest's unique link
- Re-open tasks as a guest
Related articles
Guests > What is a guest
Tallyfy allows involving external users in specific processes as guests with limited access and capabilities compared to members.
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.
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.
Guests > The guest view
Tallyfy’s user-friendly dashboard enables guests to effortlessly monitor and control their tasks within the processes they are involved in.