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The guest view

The guest dashboard

The guest dashboard provides external users with a centralized view of all tasks assigned to them across multiple processes.

Accessing the guest dashboard

Guests can access their dashboard in two ways:

  1. Through the unique task link sent via email
  2. By visiting https://go.tallyfy.com and entering their email address

Dashboard features

The guest dashboard includes:

  • Process list - All processes containing tasks assigned to the guest
  • Task cards - Individual tasks requiring the guest’s attention
  • Status indicators - Visual cues showing the status of each task (pending, in progress, completed)
  • Comment section - Area to provide feedback or ask questions about tasks
  • Attachment viewer - Access to files shared as part of tasks
  • Due date indicators - Time remaining to complete tasks

Viewing process details

  1. Locate the process card in the dashboard
  2. Click on the process name to expand details
  3. View all tasks within that process assigned to you

Working with tasks

  1. Select the task you want to view or complete
  2. Review the task description and requirements
  3. Complete any form fields or uploads requested
  4. Add comments if needed
  5. Click Complete when finished

Tracking progress

  • Completed tasks display a checkmark
  • Current tasks are highlighted
  • Upcoming tasks show when they will become active
  • Process completion percentage indicates overall progress

Guest permissions

As a guest user, you can:

  • View and complete your assigned tasks
  • Access task-related documents
  • Add comments on your tasks
  • Track progress of processes where you’re involved
  • Receive email notifications about tasks

Guests > What is a guest

External users known as guests can freely access and complete specific assigned tasks in Tallyfy through unique links without needing full system access while maintaining limited visibility to only their assigned work.

Documenting > Guests

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.

Guests > Get a guest's unique link

External users can access specific tasks without a Tallyfy account by obtaining guest task links through either the task menu or Organization Settings and sharing them via communication tools.

Features > Customer facing

A streamlined external access system enables guest users to complete assigned tasks through permanent links without registration while maintaining branded communications and automated reminders.