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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.

Guests > Re-open tasks as a guest

Members with administrator or standard permissions can reopen completed guest tasks and send new task links while guests can only view and comment on their tasks through the Guest Dashboard.

Guests > Assign tasks to guests

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.

Guests > The guest view

The guest dashboard enables external users to view and complete their assigned tasks access documents add comments track progress and receive email updates through a centralized interface accessible via unique task links or the Tallyfy website.

Guests > What is a guest

External guests can freely access and complete specific assigned tasks in Tallyfy through unique email links without needing full accounts while members retain control of processes and organizational data.
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