---
title: Assign members or guests after launching · Tallyfy Pro
description: Tallyfy lets you assign people to tasks at three stages: inside a template as defaults, during process launch, or while a process is already running. It also includes settings to auto-assign the launcher and restrict task completion to only assigned members.
lastUpdated: 2026-03-22T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-assign-members-to-tasks-in-tallyfy/
  md: https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-assign-members-to-tasks-in-tallyfy/index.md
---

## Assigning members and guests to tasks

Assign [tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) in Tallyfy at three points - when building a [template](https://tallyfy.com/products/pro/documenting/templates/), during [process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/) launch, or while it’s already running.

### Assign tasks in a template

Set default assignees in your template:

1. Click the step you want to assign.
2. Go to the **Assign** tab.
3. Pick the default assignee - a specific [member](https://tallyfy.com/products/pro/documenting/members/), a group, a [guest](https://tallyfy.com/products/pro/documenting/guests/) email, or a [job title](https://tallyfy.com/products/pro/documenting/templates/edit-templates/understanding-assignment-types/).
4. Leave it unassigned by choosing no assignee (see “Assign launcher automatically” below).

These defaults apply every time someone launches the process. You can change them at launch.

### Assign tasks when launching a process

Modify assignments during launch:

1. After clicking **Launch Process**, look for **Review & Edit** before final confirmation.
2. Click tasks on the review screen and change who’s assigned for this instance.
3. Remove all assignees to leave a task unassigned for this run.

### Assign or reassign tasks in a running process

Change assignments in a running process:

1. Open the running process and find the task.
2. Click the menu icon (…) on the task card and choose **Edit task**.
3. Add or remove assignees.
4. Click **Save Changes**.

### Unassigned tasks (“nobody assigned”)

Tasks with no assignees show a generic icon and **“Nobody Assigned”** label. Find them using the **“Assigned to nobody”** filter in the [Tasks view](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/). Anyone with permission can claim them or assign them to others.

### ”Assign launcher automatically” setting

This per-step setting controls what happens when no assignees are configured:

* **If ON (default)**: The person who launches the process gets auto-assigned to any step that has no members, groups, or guests assigned.
* **If OFF**: Steps with no assignees stay as “Nobody Assigned” after launch.

If any assignee is already set - whether a member, group, or guest - this setting doesn’t affect that step.

### Restrict task completion and editing

Control who can complete or edit tasks:

1. When editing the template, click the task step.
2. Go to the **Settings** tab.
3. Turn on **“Only assigned members can complete or edit this task”**.

![The Advanced tab of a Tallyfy step with Only assigned members can complete or edit this task switched to Yes.](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-only-assigned-can-complete.png)

Admin override

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

## Related articles

[**Edit Templates > Assign steps in the Tallyfy template builder**](https://tallyfy.com/products/pro/documenting/templates/edit-templates/assign-steps-in-the-tallyfy-template-builder/)

Tallyfy lets you assign template steps to specific members, groups, job titles, or guests…

[**Tasks > Task assignment options**](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/task-assignment-guide/)

Tallyfy lets you assign tasks to members, groups, or external guests via email. Automations can…

[**Guests > Assign tasks to guests**](https://tallyfy.com/products/pro/documenting/guests/how-can-i-assign-tasks-to-guest-users-in-tallyfy/)

Assign tasks to external guests by entering their email address in a template or running…

[**Tasks > Advanced tab**](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-utilize-tallyfys-advanced-tab-features/)

Tallyfy’s advanced task options in template steps control behaviors like auto-launching linked…

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