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 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.
- You must be a member with Administrator or Standard permission.
- There must be a guest task that has already been completed.
Only members (not guests) can do this:
- Go to the running process that has the completed guest task.
- Click on the completed task you want to re-open.
- Click the Re-Open button.
- 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.
After you re-open a task:
- Click the menu icon (three dots) on the task card.
- Choose Copy guest link.
- You can then send this link to the guest if they need it.
Guests can see all their assigned tasks (including any that were re-opened) on their Guest Dashboard. They can also leave comments there.
The guest dashboard provides external users a centralized view to track and complete their assigned tasks including process details form submissions attachments comments and progress indicators accessed through email links or the Tallyfy website.
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.
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.
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