Tallyfy’s guest feature enables external users to access specific assigned tasks without full system access while members retain comprehensive platform privileges and control.
The guest view
As a guest user on Tallyfy, you may feel lost and unsure of how to keep track of all the processes you are involved in. You need a simple and efficient way to stay informed about the progress of your tasks. To solve this, Tallyfy provides a user-friendly dashboard that allows guests to easily monitor and track all the processes they are part of. With this feature, you can stay up-to-date and take control of your tasks with just a few clicks.Tallyfy provides a user-friendly dashboard that allows guests to easily monitor and track all the processes they are part of. With this feature, you can stay up-to-date and take control of your tasks with just a few clicks.
Here’s a breakdown of everything you are allowed to do as a guest user:
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Log in: Visit https://go.tallyfy.com ↗ and log in using your guest credentials.
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Dashboard: Once logged in, you will be redirected to your personal dashboard. Here, you can view all the active processes you are involved in. It is here were you can check every task you complete, and even comment them.
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Process Status: Each process card on the dashboard will display the current status of the process. You can easily identify if a process is pending, in progress, or completed.
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Process Details: To view more details about a specific process, click on the corresponding process card. You will be redirected to the process page, where you can see all the relevant information, such as tasks, deadlines, and attachments.
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Task Updates: Guests can also track the progress of individual tasks within a process. Simply click on a task to view its details and updates.
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Notifications: Tallyfy will keep you informed about any updates or changes to your processes through notifications. Don’t worry about missing important information - we’ve got you covered!
And that’s it! By following these simple steps, you can effortlessly track all your processes on Tallyfy. Enjoy a stress-free workflow and achieve your goals with ease.
We’re excited to have you on board and help you make your work life simpler!
Guests in Tallyfy are external users who can access specific assigned tasks through unique forever links without requiring login while members maintain oversight of their activities through task co-assignment.
Tracker View > Manage and track my processes
Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.
Processes > Make a process visible to outsiders or guests
Admin users can share a read-only version of their process with external parties through a public link that displays selected process information and status updates without editing capabilities.
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