Making a process visible to outsiders (Public Link)
Sometimes, you might want to share the status of a specific running process with someone outside your company (who isn’t a Tallyfy user or guest). Tallyfy provides an option to generate a public, read-only link for a specific process.
Anyone with this link can view the progress of the process, but they cannot make any changes.
How to get the public link for a process
Go to your Tracker view and open the specific running process you want to share.
Click the Settings button for that process (usually a gear icon ⚙️ in the top right).
In the settings panel, go to the Permissions section.
Find the setting Public to the world and switch it to Yes.
You might see some options appear allowing you to choose what parts of the process are visible on the public link (e.g., comments, form data). Select the options carefully based on what you want to share.
After enabling public access, find and copy the generated public link (it might appear in the same Permissions section).
Once you have the public link, you can share it with anyone who needs read-only visibility into that specific process run.
Tallyfy enables administrators to make templates publicly accessible on the internet by toggling visibility settings which lets anyone view process structures without requiring a login while maintaining privacy of sensitive operational data.
Guest task links enable external users to access specific tasks without requiring a Tallyfy account by using special web addresses that remain functional even after task completion.
The guest dashboard provides external users a centralized view to track and complete their assigned tasks including process details form submissions attachments comments and progress indicators accessed through email links or the Tallyfy website.
Running processes maintain detailed activity logs tracking all actions and events which administrators and authorized members can access through the Settings menu’s Activity tab.
