Guests > Get a guest's unique link
Guest task links enable external users to access specific tasks without requiring a Tallyfy account by using special web addresses that remain functional even after task completion.
Re-open tasks as a guest
Guests can only complete a task once. They can’t re-open tasks after completing them. This keeps decisions final and prevents confusion in later process steps.
But here’s the thing - sometimes guests need to add information after they’ve hit submit. When that happens, they have two options:
- Add comments to the completed task
- Ask a member of your team to re-open the task for them
- You must be a member with Administrator or Standard permission
- There must be a guest task that’s already been completed
Remember, only members can do this - not guests themselves:
- Go to the running process that contains the completed guest task.
- Click on the completed task you want to re-open.
- Click the Re-Open button.
- Tallyfy handles the rest automatically:
- Changes the task status back to active
- Sends an email to the guest letting them know
- Makes the task available for the guest to work on again
After you re-open a task, you might need to resend the link:
- Click the menu icon (three dots) on the task card.
- Choose Copy guest link.
- Send this link to the guest if they need it.
Guests find all their assigned tasks - including re-opened ones - on their Guest Dashboard. They can leave comments there too, which keeps the conversation going even after task completion.
Tasks > Complete or reopen tasks
Tallyfy enables users to complete tasks through checkmark icons in list views or Complete buttons within task views and allows reopening completed tasks with a Re-Open button while administrators can restrict completion to only assigned members using the Advanced tab settings and tasks with checklists require meeting specific completion rules before the main task can be finished.
Guests > Complete guide to guest user management
This comprehensive guide explains how to effectively use Tallyfy’s guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.
Guests > Assign tasks to guests
This guide explains how administrators and standard members can assign workflow tasks to external guest users by entering their email addresses either when building process templates during active processes or through comment mentions with guests receiving email links to complete tasks without needing full Tallyfy accounts.
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