Actions explained
Actions are the core of automations in Tallyfy. They stablish what you want to be done when a condition is met. We provide multiple options when it comes to Actions. which are Assignment , Deadline, Status and Visibility actions. You can learn more about each and every one of them here:
- Automate task assignments
- Automate hiding or showing tasks
- Automate changing the status of tasks
- Automate deadline shifts on tasks
Related articles
Actions > Automate changing the status of tasks
Status actions in Tallyfy re-open a previously completed step, enabling effective handling of approve/reject processes and looping scenarios.
Templates > Automations
Automations in Tallyfy enable powerful workflows that make autonomous decisions and actions based on user-defined conditions.
Actions > Automate hiding or showing tasks
Visibility actions in an automation allow showing or hiding a step based on a specified condition, such as ensuring linear completion of process steps.
Automations > Examples
Automations in Tallyfy enable decision-making in processes based on configurable conditions, similar to everyday decision-making, and common use case examples are provided to help understand their application.