Assign members or guests after launching

Assigning members and guests to tasks

Assigning tasks shows who is responsible for the work. Assign tasks when building a template, when launching a process, or after a process starts.

Assigning in a template

When editing a template, set the default assignee for each step.

1. Click the step you want to assign.
2. Go to the Assign tab in the settings panel.
3. Choose the default assignee: a specific member, a group, a guest email, or a job title.
4. You can also choose Nobody right now to leave it unassigned by default (see note below on “Assign launcher automatically”).

This default assignment is used each time the process launches, unless changed during launch.

Assigning when launching a process

Before you finalize launching, you often get a chance to review and change assignments.

1. After clicking Launch Process on a template, look for ‘Review & Edit’ before the final confirmation.
2. On the review screen, click tasks and change who is assigned for this instance.
3. You can remove all assignees to leave a task unassigned for this run.

Assigning/reassigning tasks in a running process

You can change task assignments after the process is running.

1. Open the running process and find the task.
2. Click the menu icon (…) on the task card and choose ‘Edit task’ (or sometimes click the assignee area).
3. Add or remove assignees from the list.
4. Click Save Changes.

Unassigned tasks (“nobody assigned”)

Tallyfy allows tasks with no assignment.

• These tasks appear with a generic icon and say “Nobody Assigned”.
• Find them using the “Assigned to nobody” filter in the Tasks view.
• Anyone with permission can assign them later, or someone can ‘take’ it by assigning it to themselves.

The “Assign launcher automatically” setting

This setting (in the template step’s Advanced tab) controls what happens if a step has no default assignee set in the template:

• If ON (Default):
  • If no one is assigned in the template, the process launcher is automatically assigned.
  • If only guests are assigned in the template, both the launcher and guests are assigned.
• If OFF:
  • If no one is assigned in the template, the task starts as ‘Nobody Assigned’.
  • If only guests are assigned, only the guests are assigned (the launcher is not).

Restricting task completion/editing

If you want only assigned people to complete or edit the task:

1. When editing the template, click the task step.
2. Go to the Advanced tab.
3. Switch ON the toggle “Only assigned members can complete or edit this task”.

Admin override

Administrators can always complete or edit any task, regardless of this setting.

Related articles

Guests > Assign tasks to guests

Administrators and Standard members can assign tasks to guest users through template building task comments or direct assignment in running processes using their email addresses.

Edit Templates > Understanding assignment types

Task assignments in templates can be handled through fixed assignments to specific people or groups dynamic job title assignments guest user assignments or automated rules based on process conditions.

Edit Templates > Edit steps

A comprehensive walkthrough for managing template steps including adding new steps editing descriptions assigning members setting deadlines configuring form fields and adjusting advanced settings for workflow automation.

Tasks > Advanced tab

Advanced task options in templates allow control over process automation task completion requirements assignee management webhook notifications and guest permissions through various toggles and settings in the Advanced tab.