USERS > How do I assign a one-off task to a guest?
While your team might perform the majority of your tasks, your clients also need to take part!
Sometimes you want to provide outside access to forms, approvals, or certain actions to collect information from clients and partners outside your company. That wasn't feasible in other software or spreadsheets which couldn't differentiate between client and employee.
At Tallyfy, you can integrate and share workflows with clients effortlessly. Invite them to one-off tasks or specific steps in a process. They will only see that one task, keeping everything else confidential.
We'll go through guest access to one-off tasks here. If you're looking for a guide on tasks within a process, read this one!
Your guests will be invited to complete the task via email - and they don't need to register or setup a Tallyfy account.
Let's get started!
- Create or find your one-off task in the Tasks view.
Click ⋮ to
Edit your task. Under the
Assign Guests field, enter your client's email. *Make sure to click
SPACE BAR, or
comma buttons on your keyboard. This box may also be part of a combined box for all assignees - in which case - just type in the email. This will list it and it will turn blue:
Please note that you will remain assigned to the task.
- Your client will receive an email inviting them to complete the task like so:
By clicking on the link, your guest will be directed directly to the task. No log-in is required!