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Get a guest's unique link

Need to share a task with someone outside your company? Guest task links make it simple - they’re web addresses that let external people access specific tasks without creating a Tallyfy account. No login required.

Here’s the useful part: these links stay active even after the guest completes their task. Why? Sometimes you need to reopen completed tasks.

What you need

  • The task must already be assigned to a guest user
  • You’ll need Administrator or Standard member permissions

Method 1: From the task itself

This is the quickest way when you’re already looking at the task:

  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

Want to find links for multiple guests? Or can’t remember which process contains their task? Use this method:

  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

Got the link? Perfect. Here’s what happens next:

  • Paste it anywhere - email, Slack, text message, carrier pigeon (okay, maybe not that last one)
  • When the guest clicks it, they’ll land directly on their assigned task. No login screens, no password resets, no hassle.
  • The link stays active as long as the task exists

That’s it. Simple.

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 > 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.

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.
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