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 enables comprehensive email notification customization allowing users to control communication frequency and notification types through profile settings while automatically providing digest reminders for due tasks with options to manually send instant reminders when needed.
Tallyfy ensures task and approval completion through automated reminders clear task definitions escalation paths bundling related work comment-based follow-ups personal communication context explanations and recognition strategies to prevent delays and maintain workflow accountability.
Tallyfy allows you to assign tasks to guest users by simply entering their email address when assigning any task which sends them a secure link to complete their work without requiring an account creation.
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.
