Skip to content

The guest view

What guests see (the guest dashboard)

The guest dashboard is a special page where people outside your company (guests) can see all the tasks assigned to them from different Tallyfy processes, all in one place.

How guests get to their dashboard

Guests can see their dashboard in two ways:

  1. Click the special task link they receive in their email.
  2. Go to https://go.tallyfy.com and type in their email address.

What’s on the dashboard

The guest dashboard shows:

  • Process list: A list of all processes where the guest has assigned tasks.
  • Task cards: Each individual task assigned to the guest.
  • Status markers: Easy-to-see signs showing if a task is waiting, being worked on, or finished.
  • Comments section: A place to leave comments or ask questions about a task.
  • Attachments: Any files shared with the guest for a task.
  • Due dates: Shows when tasks need to be completed.

Using the dashboard

Seeing process details

  1. Find the process you’re interested in on the dashboard.
  2. Click the process name to see more details.
  3. You can see all the tasks assigned to you within that process.

Working on tasks

  1. Click the task you want to work on.
  2. Read the instructions for the task.
  3. Fill out any form fields or upload any files needed.
  4. Add comments if you have questions or updates.
  5. Click Complete when you’re done with the task.

Tracking progress

  • Finished tasks get a checkmark.
  • The task you need to work on now is usually highlighted.
  • Future tasks show when they will be ready for you.
  • A percentage might show how much of the whole process is done.

What guests can do

As a guest user, you can:

  • See and complete tasks assigned to you.
  • View documents or files attached to your tasks.
  • Add comments to your tasks.
  • See the overall progress of processes you are part of.
  • Get email updates about your tasks.

Guests > What is a guest

External users called Guests can freely complete specific assigned tasks in Tallyfy through unique links without needing a full account while maintaining limited access to only their designated items.

Documenting > Guests

Guests are external individuals who can access and complete specific assigned tasks in Tallyfy through unique email links without requiring a full account or login credentials.

Features > Customer facing

External collaborators can seamlessly participate in workflows through unique email links without needing accounts while maintaining access only to their assigned tasks and seeing your company branding throughout their experience.