Re-open tasks as a guest

How members can re-open completed guest tasks

Why guests can’t re-open their own tasks

Guests can only complete a task once. They cannot re-open tasks after completing them. This is done so that decisions are final and don’t mess up later steps in the process.

If a guest needs to add more information after they’ve completed a task, they can:

• Add comments to the completed task.
• Ask a member of your team to re-open the task for them.

What you need to re-open a guest task

• You must be a member with Administrator or Standard permission.
• There must be a guest task that has already been completed.

Steps to re-open a Guest task

Only members (not guests) can do this:

1. Go to the running process that has the completed guest task.
2. Click on the completed task you want to re-open.
3. Click the Re-Open button.
4. Tallyfy will automatically:
   • Change the task’s status back so it’s active again.
   • Send an email to the guest letting them know the task is re-opened.
   • Make the task available for the guest to work on again.

Sending the Task link again

After you re-open a task:

1. Click the menu icon (three dots) on the task card.
2. Choose Copy guest link.
3. You can then send this link to the guest if they need it.

Where guests see re-opened tasks

Guests can see all their assigned tasks (including any that were re-opened) on their Guest Dashboard. They can also leave comments there.

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