Groups let you assign tasks to entire teams at once - saved lists of people you work with regularly. Pick the group instead of adding people one by one.
Benefits
Faster task assignment - one click assigns the whole team
Consistent workflows - same groups work across all your processes1
Automatic updates - someone leaves? They’re removed from all groups automatically
Smooth transitions - new members get added once and they’re ready to go
If you’re running the same workflows every week or month, groups save you from repetitive setup work.
Tallyfy lets you create groups of members and guests in Settings so you can assign entire teams to template steps at once instead of individually and control how many people from each group can take on a task when a process launches.
Tallyfy’s Groups API lets you bundle members and guests into reusable groups that can be assigned to tasks and processes through standard create/list/get/update/delete operations scoped to your organization.
Members in Tallyfy are your organization’s users (employees or contractors) who hold one of three roles — Administrator for full control and Standard for daily workflow tasks and Light for task-only access — with each role determining what areas and features that person can reach within the platform.
Tallyfy is a no-code workflow platform that lets non-technical users turn any business process into a self-driving workflow in minutes by documenting steps as reusable templates and then launching them as trackable processes with automatic task assignments and deadlines and conditional logic and real-time progress visibility for both internal teams and external clients — saving organizations roughly 2 hours per employee per day by eliminating status meetings and follow-up emails and forgotten handoffs.
Footnotes
Groups are global entities that can be reused in any blueprint or run within your organization ↩
External users who can participate in workflows at no cost using guest_code authentication ↩