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:
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.
Tasks can be marked complete through checkmarks in list views or the Complete button in task view and reopened via the Re-Open button while tasks with checklists require meeting specific completion rules before finalizing.
Special web addresses enable external users to access specific tasks without needing a Tallyfy account and these links remain functional even after task completion for potential reopening.
Guest users can be assigned tasks through template configuration direct process assignment or comment mentions with email notifications providing them special links for task completion without login requirements.
Administrators can efficiently manage pending member invitations by resending emails to those who haven’t received them or withdrawing invitations that need to be canceled through the Organization Settings section.
