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Re-open completed guest tasks

Re-opening completed guest tasks

Section titled “Re-opening completed guest tasks”

Why guests can’t re-open their own tasks

Section titled “Why guests can’t re-open their own tasks”

Guests can only complete a task once - they can’t re-open it themselves. This keeps decisions final and prevents confusion in later steps.

If a guest needs to add information after submitting, they can:

  • Add comments to the completed task
  • Ask a member to re-open the task for them

What you need to re-open a guest task

Section titled “What you need to re-open a guest task”
  • You must be a member with Administrator or Standard permission
  • The guest task must already be completed

Steps to re-open a guest task

Section titled “Steps to re-open a guest task”

Only members can do this - not guests themselves:

  1. Go to the running process that contains the completed guest task.
  2. Click the completed task you want to re-open.
  3. Click the Re-Open button.
  4. Tallyfy handles the rest automatically:
    • Changes the task status back to active
    • Sends an email notifying the guest
    • Makes the task available for the guest to work on again
Section titled “Sending the task link again”

After re-opening a task, you might need to resend the link:

  1. Click the menu icon (three dots) on the task card.
  2. Choose Copy guest link.
  3. Send this link to the guest if they need it.

Where guests see re-opened tasks

Section titled “Where guests see re-opened tasks”

Guests find all their assigned tasks - including re-opened ones - on their Guest Dashboard. They can also leave comments there.

Section titled “Related articles”

By Role > Guest

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