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Send email reminders

How can I send email reminders in Tallyfy?

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?

  1. First, track down the task that needs a reminder. You’ll find it in the Tasks view or Tracker view.
  2. Click the menu icon (…) next to the task name.
  3. Select Send Email Reminder from the menu. Send Email Reminder option in task menu
  4. Done! Tallyfy immediately sends a reminder email to everyone assigned. The email looks like this: Example reminder email

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

Want to tweak your automatic reminder settings instead? Check out Manage Email Notifications.

Personal Settings > Manage email notifications

Tallyfy allows users to customize email notification settings through their profile settings to control which types of workflow updates they receive while preventing email overload and ensuring important task reminders are still delivered through mandatory weekly digest emails.

How To > Ensure task completion

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.

How To > Improve accountability

Tallyfy ensures task accountability through transparent workflows showing public task status and progress tracking, automated daily digest reminders with customizable frequency, manual instant notifications for urgent situations, a Take Over feature that converts group assignments into single-person ownership, comment systems with @mentions for direct accountability discussions, blocker documentation to distinguish delays from avoidance, clear task instructions with success criteria, auto-expiration policies that complete overdue tasks automatically, structured escalation paths involving managers when needed, and balance

Webhooks > Send emails using webhooks

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.