---
title: Gmail add-on · Tallyfy Pro
description: The Tallyfy Gmail add-on lets you create tasks from emails, start workflows, and manage your task list. You can also link email threads to existing tasks without leaving your inbox.
lastUpdated: 2026-03-22T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/integrations/email/how-can-i-manage-my-tasks-with-tallyfys-gmail-add-on/
  md: https://tallyfy.com/products/pro/integrations/email/how-can-i-manage-my-tasks-with-tallyfys-gmail-add-on/index.md
---

## Using the Tallyfy Gmail add-on

The Gmail add-on lets you create tasks, start processes, and view your task list - right from your inbox. No tab switching needed.

### What you need

* A Google Workspace or standard Gmail account
* An active Tallyfy account
* Permission from your Google Workspace admin to install add-ons (for work accounts)

### Key features

* **Create Task** - turn any email into a Tallyfy task with the subject and body pre-filled
* **My Tasks** - view, edit, and complete your assigned tasks without leaving Gmail
* **Start Process** - pick a template and launch a workflow from any email
* **Link Email to Task** - attach a Gmail thread to an existing Tallyfy task as a comment

### How to install it

1. Go to the [Tallyfy Add-on page in the Google Workspace Marketplace ↗](https://gsuite.google.com/marketplace/app/tallyfy/671710262095/)
2. Click **Install**
3. Grant the required permissions so Gmail can connect with Tallyfy
4. Look for the Tallyfy icon in Gmail’s right sidebar

Admins installing for everyone

Google Workspace admins can install the add-on for everyone via the Admin Console (Apps > Marketplace Apps).

### Using the add-on in Gmail

Click the Tallyfy icon in Gmail’s right sidebar. Sign in once, then you’ll see the dashboard.

The dashboard shows these buttons: **Create Task**, **My Tasks**, **Start Process**, **Link Email to Task**, and **Settings**.

![Tallyfy app listing on the Google G Suite Marketplace](https://screenshots.tallyfy.com/tallyfy/pro/gmail-addon-marketplace-listing.png)

### Creating a task from an email

1. Click **Create Task** on the dashboard
2. The task name auto-fills from the email subject, and the details field pulls in the email body
3. Set a deadline using natural language (e.g., “Tomorrow night”, “May 6th at 5:30pm”)
4. Assign the task to a team member or guest
5. Click **Create**

### Starting a process from an email

1. Click **Start Process** on the dashboard
2. Select a template from the dropdown
3. Fill in any kick-off form fields
4. Click **Continue** to launch

Templates on a Docs plan won’t appear here - you need a Basic or Pro plan to start processes.

### Checking your tasks

1. Click **My Tasks** on the dashboard
2. Your active tasks appear with **View**, **Edit**, and **Complete** buttons on each
3. Use **Prev** / **Next** to page through results
4. Click **View in browser** to open Tallyfy’s full task view

### Linking an email to a task

This lets you post a Gmail thread as a formatted comment on any existing task.

1. Click **Link Email to Task** on the dashboard
2. Select a template, then a running process, then a specific task
3. The email thread (subject, sender, body) gets posted as a comment on that task

### Troubleshooting

| Problem | Fix |
| - | - |
| Tallyfy icon missing | Refresh Gmail and clear your browser cache |
| Can’t sign in | Sign out of the add-on completely, then sign back in |
| Can’t create tasks | Check your Tallyfy permissions - Light users have limits |
| Add-on is slow | Try refreshing - it’s usually a connection issue |

### Where it works

The add-on works on desktop Gmail and the mobile Gmail app. Desktop gives the fullest experience.

## Related articles

[**Integrations > Email and SMTP**](https://tallyfy.com/products/pro/integrations/email/)

Tallyfy connects with email through custom SMTP for branded notifications, a Gmail add-on for…

[**Integrations > Actions within emails**](https://tallyfy.com/products/pro/integrations/interactive-email-actions/)

Tallyfy’s exploring interactive email actions that let users approve requests and complete tasks…

[**Connect Your Email > Google Workspace email connection**](https://tallyfy.com/products/pro/integrations/email/connect-your-email/google-workspace/)

Tallyfy’s planned Google Workspace integration sends workflow emails from your own Gmail address…

[**Email > Connect your email**](https://tallyfy.com/products/pro/integrations/email/connect-your-email/)

Connect Your Email lets each user send Tallyfy workflow notifications from their personal Gmail…

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