Tallyfy guests are external collaborators like clients suppliers and contractors who complete specific workflow tasks through secure email links without needing accounts or paid seats while maintaining limited access only to their assigned tasks.
The guest view
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.
You can access your dashboard two ways:
- Click the special task link in your email notification - it takes you straight there
- Visit https://go.tallyfy.com ↗ and enter your email address
That’s it. No passwords, no complicated logins1.
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
Want to dive deeper into a specific process? Here’s how:
- Find the process you need on your dashboard
- Click its name - this opens the detailed view
- You’ll see all tasks assigned specifically to you within that process
No hunting around. Just your work, clearly laid out.
Ready to tackle a task? The process couldn’t be simpler:
- Click the task you want to complete
- Review the instructions - they tell you exactly what’s needed
- Fill in any form fields or upload required files
- Questions? Drop them in the comments
- Hit Complete when you’re finished
Done.
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 unlock2
- A progress bar reveals how far along the entire process has come
It’s like having a GPS for your work.
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)
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
Tallyfy allows you to assign tasks to guest users by simply entering their email address when assigning any task which sends them a secure link to complete their work without requiring an account creation.
Guest users in Tallyfy allow external collaborators like clients vendors and contractors to complete assigned tasks through secure email links without creating accounts or incurring costs while maintaining limited access to only their specific assigned work.
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