How do I assign tasks in a process to a guest?

The 'guest' user is designed for transient clients/customers/workers that are assigned to occasional tasks in a specific process.

(Guests therefore can not be added in a template (like specific coworkers can). If you find that the user is always assigned to the task, they would need to be invited as a coworker.)

You can assign guests from the  Start Process or by editing a task later:

Only one guest email can be assigned to each task. You can assign multiple tasks to one guest email quickly using the  'Power Assign' feature.


The ' guest' user is designed for transient clients/customers/workers that are assigned to occasional tasks in a specific process. 

You can assign a one-off task or a task in a repeatable process to your client (guest email) after a process has started.

(Guests therefore can not be added in a template (like specific coworkers can). If you find that the user is always assigned to the task, they would need to be invited as a coworker.)


Here is an example of assigning a task in a repeatable process to your client (guest).

1) Create the step in a template (or a one-off task) 

2) Start a process using that template, assign the task to the guest email (your client) and click START PROCESS

Coworkers on paid plans can PowerAssign a guest email to many steps in a process - 
What is 'Power Assign'?


3) Guest will receive an email for the task that was assigned to them:

4) Guest will click on the task in that email and see the task with any form fields you created in the step/task:

5) Guest will complete the task:

6) You will then see the guest task completed when you log in to Tallyfy:

7) You can continue with your internal tasks using the information entered from the guest task.

8) You can find tasks assigned to guests from the task view:


COMING SOON:

  • Share a process with a guest
  • Share parts of a process with a guest
  • Ability to add your logo to guest emails and guest view (PRO plan only)


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