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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 are displayed in the top-right corner of Tallyfy’s interface and can be accessed through the “View All Notifications” button to stay informed about important updates and actions.

Tasks > Create a one-off task

Creating a one-off task in Tallyfy involves naming the task adding details assigning members setting deadlines and receiving notifications upon task completion through a simple button click interface.

Guests > Assign tasks to guests

Guest users can be assigned tasks through multiple methods including template assignment task commenting or post-launch assignment while maintaining secure access through unique task links and email notifications.