Tallyfy guests are external people like clients and suppliers who complete specific workflow tasks through secure email links without needing accounts or paid seats and they can only see their own assigned tasks while your internal data stays fully protected.
The guest view
Your guest dashboard shows all tasks assigned to you across different Tallyfy processes. It’s your single place to find and complete work.
Two ways in:
- Click the task link in your email notification
- Visit https://go.tallyfy.com ↗ and enter your email address
No passwords needed1.
- Process list - every process where you have work to do
- Task cards - your specific assignments
- Status markers - whether tasks are pending, in progress, or complete
- Comments - ask questions or post updates on any task
- Attachments - files attached to each task
- Due dates - deadlines for your tasks
- Find the process on your dashboard
- Click its name to open the detailed view
- You’ll see all tasks assigned to you within that process
- Click the task you want to complete
- Review the instructions
- Fill in any form fields or upload required files
- Add comments if you have questions
- Click Complete when you’re done
- Completed tasks show a checkmark
- Your current task is highlighted
- Future tasks show when they’ll unlock2
- A progress bar shows how far along the process is
As a guest, you can:
- Complete tasks assigned to you
- View and download files attached to your tasks
- Leave comments, ask questions, and report problems on tasks
- Track overall progress of your processes
- Choose which days of the week you receive email digest notifications
Tallyfy lets you bring external clients and partners into your workflows as free guests who complete specific tasks through secure email links without needing full accounts or logins while internal team members maintain oversight and control over the entire process.
Tallyfy lets you assign workflow tasks to external guests like clients and vendors via secure email links without requiring accounts or paid seats and provides tools to track their progress and convert them to full members when needed.
Guests > Assign tasks to guests
Tallyfy lets you assign tasks to external guests by entering their email address in a template or running process and the guest receives a secure link to complete their work without needing an account or password while at least one internal member is always co-assigned for oversight and comment routing.
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