Tallyfy’s guest feature enables external collaborators to access and complete specific assigned tasks without full system access, maintaining organizational security while members retain comprehensive platform privileges.
Get a guest's unique link
Are you having trouble finding the link to a task assigned to a guest in Tallyfy? Don’t worry, we’ve got you covered!
To find the link, simply follow these steps:
- Go to the task you assigned to the guest.
- Click on the ⋮ icon next to the task.
- If the task has been assigned to a guest, you will see the option “Copy Guest Link”. Click on it.
Here’s what it looks like:
Alternatively, you can also access guest task links for all your guests by going to Settings > Organization > Guests > Copy Guest Link.
Take a look:
Now you’ll be able to easily find and share the task links with your guests. Happy collaborating!
Tallyfy’s guest feature enables unlimited external users to access and complete specific assigned tasks without login requirements, while maintaining security through unique forever links and member supervision.
Guests > Assign tasks to guests
Tasks can be assigned to guests by selecting “Guest” or entering their email in the Assign tab, during process launch, through task comments using ‘+email’, or after launching a process via the assignee dropdown menu.
Guests > Re-open tasks as a guest
Process owners can reopen completed guest tasks by using the “Re-Open” button, which sends a new notification to the guest while maintaining task finality and preventing unauthorized changes.
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