Create and assign groups

Groups let you bundle people together so you can assign them to tasks as a unit instead of one by one.

What you’ll need

• Admin or Standard member permissions
• Access to Settings

Creating a group

1. Go to Settings > Organization > Groups.
2. Click + to create a new group.
3. Enter a name and description (both required).
4. Add members and/or guests1.
5. Click Create.

Using groups for recurring guests

Create groups with guest emails you use often (like your client’s team). You won’t have to re-type those addresses every time.

Assigning groups to template steps

1. Open a template and select the step (task) you want to assign.
2. Click the assignment box labeled “Assignee”.
3. Pick your group from the dropdown.

Group assignment options

• Maximum assignees² - limits how many people from the group can work on one task. Set this at the organization level.
• For dynamic assignments that change based on process conditions, use assignment actions.

How group assignments work

When you assign a task to a group, the person launching the process picks who actually gets it - specific people from the group or everyone.

In templates, you can only assign the whole group or specific individuals. Once a process is running, any group member can edit the assignment and take ownership.

Related articles

Documenting > Groups

Groups in Tallyfy are saved lists of team members and external guests that let you assign tasks to an entire team with one click instead of adding people individually and they automatically stay current when someone joins or leaves your organization.

Tasks > Task assignment options

Tallyfy lets you assign tasks to individual members or groups within your organization and to external guests via email and supports dynamic reassignment through automation rules based on form field values or step completion status.

Code Samples > Managing groups

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.

Edit Templates > Assign steps in the Tallyfy template builder

Tallyfy lets you assign template steps to specific members or groups or job titles or guests through the Assign tab and also supports unassigned steps with dynamic automation rules that route tasks based on form answers or conditions like dollar amounts or priority levels.

Footnotes

1. Unlimited free external users who access processes via guest_code without creating accounts ↩

2. Prevents task bottlenecks by distributing work across multiple group members simultaneously ↩

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