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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. Groups table with Create a new group button highlighted (55 chars)
  3. Enter a name and description (both required).
  4. Add members and/or guests1.
  5. Click Create.

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. Task assignment panel with fixed assignment option selected

Group assignment options

Section titled “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.
Section titled “Related articles”

Documenting > Groups

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

Footnotes

Section titled “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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