How to assign members or guests after launching the process
Assigning members to tasks in Tallyfy is crucial for a seamless workflow. Assignments make it clear who is responsible for each task and ensure accountability. Plus, it helps automate processes, so everything runs smoothly. Let’s see how you can assign someone to a task in different scenarios.
In a template:
Open the Assign tab within the template.
Specify the member you want to assign to the task.
Every time the process is launched, that member will be assigned to the chosen task.
When launching a process:
Launch the process.
Before clicking “Go,” select Review & Edit to assign members.
Choose the member(s) you want to assign to the tasks.
Within an active process or a one-off task:
Open the task card and click on the ⋮ icon.
Select Edit task.
Choose the person you want to assign to the task.
Click Save Changes.
Remember, assigning members ensures everyone knows their responsibilities and keeps things moving smoothly. Give it a try and enjoy a more organized and efficient workflow!
Tasks can be assigned to guests by selecting “Guest” or entering their email in the Assign tab, during process launch, through task comments using ‘+email’, or after launching a process via the assignee dropdown menu.
Tallyfy allows users to create and manage groups, assign them to tasks with customizable member limits, and efficiently organize workflow assignments through a simple interface.
Assignment actions dynamically manage task assignees by either adding additional people or replacing existing assignees when specific conditions are met in a workflow.
Tallyfy’s guest feature enables unlimited external users to access and complete specific assigned tasks without login requirements, while maintaining security through unique forever links and member supervision.
