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Get a guest's unique link

Guest task links are special web addresses that let people outside your company access specific tasks without needing to create a Tallyfy account or log in. These links keep working even after the guest finishes the task (in case it needs to be reopened).

What you need

  • A task must already be assigned to a guest user.
  • You need Administrator or Standard member permission.

Method 1: From the task itself

  1. Go to the running process that contains the guest task.
  2. Find the specific task assigned to the guest.
  3. Click the menu icon (three dots ⋮) next to the task name.
  4. Choose Copy Guest Link from the menu.
Guest link in task menu

Method 2: From the main guest list in Settings

If you want to see or copy links for any guest:

  1. Go to Settings > Organization > Guests.
  2. Find the guest user you need in the list.
  3. Click Copy Guest Link in that guest’s row.
Guest link in settings

Once you copy the link:

  • You can paste it into an email, chat message, or anywhere else you communicate with the guest.
  • The guest can click this link to go directly to their assigned task without logging in.
  • The link will keep working for the entire time the task exists.

Documenting > Guests

Tallyfy guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows.

Guests > What is a guest

Tallyfy guests are external stakeholders who can complete specific workflow tasks through secure email links without needing full accounts or paid subscriptions while maintaining limited access to only their assigned tasks.

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.

Features > Customer facing

Tallyfy’s Guest feature allows external stakeholders like customers vendors and partners to participate in workflows through secure email links without needing accounts while maintaining professional branding and unlimited free access.
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