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The guest view

What guests see (the guest dashboard)

Your guest dashboard shows all tasks assigned to you across different Tallyfy processes - think of it as your personal command center. You’ll find everything you need to complete your work without juggling multiple emails or systems.

Simple.

How guests get to their dashboard

You can access your dashboard two ways:

  1. Click the special task link in your email notification - it takes you straight there
  2. Visit https://go.tallyfy.com and enter your email address

That’s it. No passwords, no complicated logins.

What’s on the dashboard

Here’s what you’ll see when you log in:

  • Process list: Every process where you have work to do
  • Task cards: Your specific assignments displayed clearly
  • Status markers: Visual indicators showing whether tasks are pending, in progress, or complete
  • Comments section: Where you can ask questions or provide updates (yes, it’s that straightforward)
  • Attachments: All files you need for each task
  • Due dates: Clear deadlines so you know what’s urgent

Using the dashboard

Seeing process details

Want to dive deeper into a specific process? Here’s how:

  1. Find the process you need on your dashboard
  2. Click its name - this opens the detailed view
  3. You’ll see all tasks assigned specifically to you within that process

No hunting around. Just your work, clearly laid out.

Working on tasks

Ready to tackle a task? The process couldn’t be simpler:

  1. Click the task you want to complete
  2. Review the instructions - they tell you exactly what’s needed
  3. Fill in any form fields or upload required files
  4. Questions? Drop them in the comments
  5. Hit Complete when you’re finished

Done.

Tracking progress

You’ll always know where things stand:

  • Completed tasks show a checkmark
  • Your current task is highlighted - can’t miss it
  • Future tasks display when they’ll unlock
  • A progress bar reveals how far along the entire process has come

It’s like having a GPS for your work.

What guests can do

As a guest user, you can:

  • Complete any tasks assigned to you
  • Access all documents and files attached to your tasks
  • Leave comments and ask questions directly on tasks
  • Monitor the overall progress of processes you’re participating in
  • Receive email updates about your assignments (and control how often)

Guests > What is a guest

Tallyfy guests are external stakeholders who can complete specific workflow tasks through secure email links without needing full accounts or paid subscriptions while maintaining limited access to only their assigned tasks.

Guests > Complete guide to guest user management

This comprehensive guide explains how to effectively use Tallyfy’s guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.

Documenting > Guests

Tallyfy guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows.

Guests > Assign tasks to guests

This guide explains how administrators and standard members can assign workflow tasks to external guest users by entering their email addresses either when building process templates during active processes or through comment mentions with guests receiving email links to complete tasks without needing full Tallyfy accounts.