How do I choose assignment types for template steps?
You need to decide who does what in your Tallyfy templates. There are several ways to assign tasks - and your choice determines who gets work when someone launches your process.
How do I assign to specific people or groups?
This works when you know exactly who should handle a task. Every time.
How do I assign to specific people?
The same person gets this task each time the process runs
You won’t need to choose assignees at launch (it’s already decided)
Perfect for tasks with clear ownership - like approval from your CFO
How to: Click the step > Assign tab > Type the member’s name
How do I assign to groups?
Think of groups as pre-built teams. You’ll want groups when:
Multiple people could handle the task
You’d rather not list everyone individually
Your team changes but the group stays constant (new hires automatically get included)
How to: Click the step > Assign tab > Type the group name
How do I assign based on job title?
Sometimes you know what role should handle a task - but not which specific person. That’s where job titles come in.
Here’s how it works:
You define the role in your template (“Legal Reviewer”, “Project Manager”, etc.)
Next run? They can choose someone else. The flexibility is built in.
How to: Click the step > Assign tab > Choose Job Title > Enter a clear role name
How do I assign to guests?
Need someone outside your company to complete a task? That’s what guest assignments are for - clients, vendors, contractors who don’t have Tallyfy accounts.
How to: Click the step > Assign tab > Choose Guest > Add their email (or leave blank to decide later)
What happens at launch:
Got an email in the template? The guest is assigned automatically
Left it blank? You’ll enter the email when launching
Either way, they receive an email with a direct link - no login needed
How do I use automation rules for assignments?
Want assignments that adapt? Automation rules let you change who gets a task based on what happens during the process. If someone selects “Budget over $10K” in a form field, you can automatically route approval to senior management.
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 supports multiple task assignment methods including direct assignment to specific members role-based assignment to job titles and groups guest assignment for external collaborators and advanced features like conditional assignments bulk management and automated notifications to accommodate various organizational workflows and requirements.
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.
