Tallyfy sends automatic reminder emails based on user settings. However, sometimes you might want to send an immediate reminder for a specific task, especially if it’s urgent.
Sending a manual reminder
Find the task you want to remind assignees about (e.g., in the Tasks view or Tracker view).
Click the menu icon (…) next to the task name.
Choose Send Email Reminder from the menu.
Tallyfy will immediately send a reminder email to everyone assigned the task.
The email looks like this:
Important things to know
This sends the reminder immediately.
It goes to all current assignees (both members and guests).
It ignores users’ personal notification settings (they get this email even if they turned off daily reminders).
Use this feature thoughtfully; avoid overusing manual reminders.
Users can manage their email preferences by toggling notification types and selecting specific days for digest emails through their profile settings while maintaining mandatory weekly reminders for essential task tracking.
A comprehensive guide to resolve email delivery problems in Tallyfy by checking notification settings spam folders IT configurations and alternate access methods through guest links.
Automated custom email notifications can be set up by connecting Tallyfy’s webhook functionality with middleware tools to trigger specific messages when workflow events occur.
Guest users can be assigned tasks through template configuration direct process assignment or comment mentions with email notifications providing them special links for task completion without login requirements.
