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Send email reminders

How to end Email Reminders to co-workers

If you have a deadline approaching or a forgetful team member, sending email reminders is a simple way to stay on track! Follow these steps:

  1. Find the task in your active process.
  2. Click on the ⋮ next to it and select Send Email Reminder. image
  3. The email will be sent out and it will look something like this: image

Tracking And Tasks > Check notifications

Real-time notifications appear in the top right corner of Tallyfy’s screen, keeping users informed about important updates and actions with an option to view all notifications.

Tasks > Create a one-off task

Creating a one-off task in Tallyfy involves naming the task, adding details like assignee and deadline, and receiving notifications upon task completion through a simple button-click interface.

Guests > Assign tasks to guests

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.
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