To send an email reminder in Tallyfy, click the menu icon (…) next to any task and select Send Email Reminder - it instantly notifies all assignees. Simple as that.
While Tallyfy automatically sends reminder emails based on each user’s notification preferences, sometimes you need to nudge people right now. Maybe there’s an urgent deadline. Or someone’s stuck and needs a gentle push. That’s where manual reminders come in handy.
How do I send manual email reminders for tasks?
First, track down the task that needs a reminder. You’ll find it in the Tasks view or Tracker view.
Click the menu icon (…) next to the task name.
Select Send Email Reminder from the menu.
Done! Tallyfy immediately sends a reminder email to everyone assigned.
The email looks like this:
What should I know about manual email reminders?
Here’s the thing about manual reminders:
They fire off immediately - no delay
Everyone assigned gets the email (both members and guests)
These bypass personal notification settings - yes, even if someone turned off daily reminders
Go easy on the reminders. Nobody likes being nagged
Tallyfy allows users to customize email notification settings through their profile to control workflow communication frequency and prevent email overload while ensuring mandatory weekly digest reminders for task tracking.
Tallyfy helps ensure task completion through automated reminders clear task definitions consolidated approvals comment-based follow-ups personal communication escalation paths and recognition strategies that combine digital tools with effective management practices.
The system enables automatic custom email notifications through webhooks by connecting Tallyfy with middleware tools to trigger emails based on specific task completions or events within processes.
