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
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’s already been completed
Steps to re-open a Guest task
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
Sending the task link again
After you re-open a task, you might need to resend the link:
Click the menu icon (three dots) on the task card.
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.
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.
Guest task links are web addresses that allow external people to access specific tasks without creating a Tallyfy account and can be found either through the task menu or the main guest list in Settings.
Tallyfy allows you to assign tasks to guest users by simply entering their email address when assigning any task which sends them a secure link to complete their work without requiring an account creation.
Guest users in Tallyfy allow external collaborators like clients vendors and contractors to complete assigned tasks through secure email links without creating accounts or incurring costs while maintaining limited access to only their specific assigned work.
