How do I create and send an email - as a task?
Sometimes a task just requires sending an email to members or guests (clients). Rather than stepping away from Tallyfy and getting into the rut of emailing back and forth, use Tallyfy to make an Email step. When the task is created, the assignees will be sent an email with the task description (email body) and form fields (if you choose to have any). This means less time wasted communicating, more time spent actually doing things.
Please note: Email Task Type is only active for One-Off Tasks. Blueprint (Procedure) Step Email Type is coming soon! All subsequent comments and chat happen within task comments in Tallyfy, saving your inbox from a deluge of replies!