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Acknowledgement of changes

Need everyone to acknowledge that new policy? Create a one-off task in Tallyfy, link it to your template, and assign it to your team - everyone gets their own acknowledgement to complete. Simple.

Here’s the thing: This works for both document templates (like your employee handbook) and procedure templates (think quality control checklists). Same process, same peace of mind.

What do you need for bulk acknowledgement?

Before you start, you’ll need:

  • An existing document template or procedure template that needs acknowledging (can’t acknowledge what doesn’t exist, right?)
  • Permission to create tasks and assign them to members or groups in Tallyfy - usually means you’re an Administrator or Standard user1

How do I request bulk acknowledgement?

  1. Create a one-off task Head to + Create in the main Tallyfy menu and pick Task. Takes two clicks.

  2. Name your task Make it crystal clear what you’re asking for - something like “Acknowledge updated WFH Policy” or “Confirm review of new QA Procedure.” Nobody likes vague task names.

  3. Link the task to your template Here’s where the magic happens. Under the task description, you’ll spot the Link this task to section. Click Choose, then Template. Search for your document template or procedure template and select it. Now everyone can actually see what they’re acknowledging - no more hunting for documents!

  4. Assign the task Click Assign to and choose who needs to acknowledge this. Pick specific members, entire groups, or go big with “Everyone” if your whole organization needs to be on board.

  5. Require completion from all assignees Pay attention here - this step matters. In the task settings (might need to click Show advanced settings), find All assignees must complete this task2 and flip it to Yes. Without this, the task completes when just one person finishes. With it? Everyone has to check in. Big difference.

  6. Set a deadline (optional) Got a compliance deadline breathing down your neck? Add a Deadline to keep everyone on track. Skip this if timing’s flexible.

  7. Create the task Hit Create Task and you’re done. Everyone gets notified instantly, and the task pops up in their Tasks view. Time to watch those acknowledgements roll in.

How does “All assignees must complete this task” work?

Think of it like this: You’ve assigned the task to 50 people. With this option turned on, all 50 need to mark their individual task as complete before Tallyfy considers the whole thing done. No shortcuts.

Here’s what happens:

  • Each person gets their own copy of the task - they can’t complete it for someone else
  • You’ll see progress tracked in real-time, usually something like “23 of 50 completed”
  • Perfect for those situations where you absolutely need confirmation from everyone - compliance audits, safety procedures, policy updates. You know, the stuff that keeps lawyers happy.

Want to dive deeper into task settings? Check out the Advanced task options guide for more tricks.

Bottom line: This gives you bulletproof tracking of who’s acknowledged what. No more chasing people down or wondering if everyone’s actually read that critical update. Tallyfy handles the heavy lifting - you just watch the acknowledgements come in.

Tasks > Advanced tab

Advanced task options in templates provide sophisticated workflow control including automatic process launching upon completion requiring all assignees to individually complete tasks before marking as done automatic launcher assignment for unassigned tasks restricting completion rights to assigned members webhook notifications guest comment restrictions unique step identification and task-specific tagging for enhanced organization and automation.

Documenting > Templates

Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.

How To > Complex approval workflows

Tallyfy transforms complex approval workflows into trackable processes with clear visibility and accountability by providing kick-off forms conditional logic dynamic assignments real-time status tracking automated reminders and organized archiving to eliminate confusion and bottlenecks.

Edit Templates > Edit steps

Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.

Footnotes

  1. Standard users can create, edit and complete tasks but cannot modify system settings ↩

  2. Creates individual task instances for each assignee, tracked separately in the system ↩

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