Groups
Groups are simply collections of members or guests on Tallyfy.
Let’s imagine there’s three people:
- Jane (a member)
- Jill (a member)
- Tim (a guest)
You can make them members of a single group and name it - like “Employees in Seattle”.
Groups are fantastic because they let you scale your processes by automating assignments to a group, instead of having to manually assign and unassign people from templates when new people join your organization, or when existing coworkers leave your organization.
You can learn how to manage and create groups in Tallyfy here:
Related articles
Groups > Create and assign groups
Tallyfy simplifies group creation and task assignment, allowing you to efficiently manage and streamline your workflow.
Documenting > Guests
Tallyfy allows unlimited free guest users with limited access to be assigned tasks in processes.
Documenting > Members
Members in Tallyfy have three roles with varying permissions: Administrator, Standard, and Light.
Edit tasks > Assign members or guests after launching
Tallyfy allows easy assignment of members to tasks in templates, during process launch, and within active processes or one-off tasks, ensuring clear responsibilities and efficient workflow.