USERS > What does a guest email and task look like?

Guest users have a different, stream-lined view of Tallyfy. This allows you to provide access to specific tasks without giving up confidential information! We'll show you exactly what your clients, consultants, or any guest sees.


When a task is assigned, your guest will receive an email. This will even be branded if you are on a Pro plan. 


Guest Task View

Your guests have a private Tasks view. They will see all of their assigned tasks together. It doesn't matter which processes or blueprints the tasks come from. It's basically a to-do list. Only you see the complicated stuff!

Guests can organize their tasks in order of recency: Most Recent or Most Delayed. This is based on the due date:


Can A Member See the Guest View? 

Once a task is assigned to a guest, you can copy the guest link and then view it!

Simply go to the active process and the assigned guest task. Click on the ⋮ and Copy Guest Link. Use that link to go to the Guest View!


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