Create and assign groups

Full-seat members

Groups let you bundle people together so you don’t have to assign them to tasks one by one.

What you’ll need

Section titled “What you’ll need”

• Admin or Standard member permissions
• Access to Settings

Creating a group

Section titled “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

Section titled “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

Section titled “Group assignment options”

• Maximum assignees² - set on an individual step, this caps how many people that step may end up assigned to. Assigning a group counts everyone inside it, so a group larger than the cap is refused.
• For dynamic assignments that change based on process conditions, use assignment actions.

How group assignments work

When you assign a task to a group, every member of that group becomes an assignee. The person launching the process can replace a step’s assignees with named individuals instead, but there is no way to assign only part of a group.

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

Section titled “Related articles”

Documenting > Groups

Groups in Tallyfy are saved lists of team members and external guests that let you assign tasks…

Tasks > Task assignment options

Tallyfy lets you assign tasks to members, groups, or external guests via email. Automation rules…

Edit Templates > Assign steps in the Tallyfy template builder

Tallyfy lets you assign template steps to specific members, groups, job titles, or guests…

Code Samples > Managing groups

Tallyfy’s Groups API lets you bundle members and guests into reusable groups that can be…

Footnotes

Section titled “Footnotes”

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

2. Stops one step fanning out to more people than you intended. It caps the total, counting both members and guests - it does not share the work out between them ↩

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