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Assign members or guests after launching

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:

  1. Open the Assign tab within the template.
  2. Specify the member you want to assign to the task.
  3. Every time the process is launched, that member will be assigned to the chosen task.

When launching a process:

  1. Launch the process.
  2. Before clicking “Go,” select Review & Edit to assign members.
  3. Choose the member(s) you want to assign to the tasks.

Within an active process or a one-off task:

  1. Open the task card and click on the ⋮ icon.
  2. Select Edit task.
  3. Choose the person you want to assign to the task.
  4. 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!

Guests > Assign tasks to guests

Guest users can be assigned tasks through multiple methods including template assignment task commenting or post-launch assignment while maintaining secure access through unique task links and email notifications.

Groups > Create and assign groups

Tallyfy enables users to create and manage groups for efficient task assignment while providing options to set maximum assignees and implement dynamic assignment features.

Actions > Automate task assignments

Assignment actions enable dynamic task allocation by either adding new assignees or replacing existing ones based on specific conditions within a workflow.

Documenting > Guests

Guests in Tallyfy are external users who can access specific assigned tasks through unique forever links without requiring login while members maintain oversight of their activities through task co-assignment.