The guest view

The guest dashboard

Your guest dashboard shows all tasks assigned to you across different Tallyfy processes. It’s your single place to find and complete work.

How to access your dashboard

Two ways in:

1. Click the task link in your email notification
2. Visit https://go.tallyfy.com ↗ and enter your email address

No passwords needed¹.

What you’ll see

• 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

Viewing process details

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

Working on tasks

1. Click the task you want to complete
2. Review the instructions
3. Fill in any form fields or upload required files
4. Add comments if you have questions
5. Click Complete when you’re done

Tracking progress

• 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

What guests can do

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

Managing notifications

To adjust your email digest schedule, open the settings area in your guest view. You can pick any combination of days from Monday through Sunday.

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Footnotes

1. Uses magic link authentication via guest_code parameter for secure passwordless access ↩

2. Tasks unlock based on prerequisites completion and configured deadlines (hour/day/week/month units) ↩

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