How do I choose assignment types for template steps?
When you build a process template in Tallyfy, you decide who should do each task. There are several ways to set this up, affecting who gets assigned when someone starts a process from the template.
How do I assign to specific people or groups?
Use this in Tallyfy when you know exactly who (or which group) should always do this specific task.
How do I assign to specific people?
The same person always gets this task every time the process runs in Tallyfy.
No need to choose assignees when starting the process.
Good for tasks with clear, unchanging ownership.
How to: Select the step > Assign tab > Type and select the member’s name.
How do I assign to groups?
A group is a list of people you set up beforehand. Assigning to a group is useful when:
Several people might do the task.
You don’t want to list individuals.
Team members change, but the group stays the same.
How to: Select the step > Assign tab > Type and select the group name.
How do I assign based on job title?
Use this in Tallyfy when you know the type of role needed for the task, but the specific person might change each time the process runs.
When using job titles in Tallyfy:
You define the role needed in the template (e.g., “Legal Reviewer”).
When someone starts the process, Tallyfy asks them to choose the actual person who will fill that role for this specific run.
Different people can be picked for the same job title on different runs of the process.
How to: Select the step > Assign tab > Choose Job Title > Type a clear job title name.
How do I assign to guests?
Use this in Tallyfy to assign tasks to people outside your company (clients, vendors, etc.) who don’t have a Tallyfy account.
How to: Select the step > Assign tab > Choose Guest > Enter the guest’s email address (or leave it blank to fill in when the process starts).
When the process starts:
If you entered an email in the template, that guest is automatically assigned.
If you left it blank, the person starting the process will be asked to enter the guest’s email address.
The guest gets an email with a link to their task.
How do I use automation rules for assignments?
For the most flexibility, you can set up automation rules that change who is assigned to a task based on conditions met during the process (e.g., based on form answers).
Tallyfy enables step assignment through multiple methods including specific members groups job titles guests or leaving steps unassigned with options for automation rules to dynamically adjust assignments based on process conditions and workflow requirements.
Tallyfy provides comprehensive task assignment options including direct assignment to specific members role-based assignments for job titles and groups guest assignments for external participants and advanced features like conditional assignments bulk management and customizable notifications to ensure efficient workflow management and team productivity.
Task assignment in Tallyfy can be done during template creation process launch or while processes are running with options to assign specific members groups guests or job titles and includes settings for automatic launcher assignment and completion restrictions.
Tallyfy allows administrators to create groups by adding members and guests through Settings then assign these groups to tasks in process templates with options to control maximum assignees and dynamic assignment rules.
