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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 enables unlimited external collaboration through guest access where outside individuals receive unique email links to complete specific workflow tasks without requiring full accounts while maintaining security through controlled visibility and mandatory internal oversight.

Guests > What is a guest

Tallyfy guests are external stakeholders who can access and complete specific workflow tasks through unique email links without requiring paid accounts or login credentials while maintaining secure isolation from organizational data and processes.

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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