Actions
Actions are the “THEN” part of “if-this-then-that” automation rules. When your conditions are met, actions tell Tallyfy exactly what to do - automatically.
- You understand basic “if-this-then-that” logic
- You can edit template automations
- You’re familiar with your workflow processes
Here’s what actions do for you:
- Reduce manual work: No more repeating the same assignments or toggling step visibility.
- Ensure consistency: Your processes run the same way. Every time.
- Prevent errors: Human mistakes from routine decisions? Gone.
- Speed up workflows: Actions happen instantly - no waiting for someone to click buttons.
- Enforce business rules: Critical policies get followed automatically (yes, even that one everyone forgets).
Tallyfy gives you four types of actions to automate your workflows:
These actions decide who’s responsible for tasks.
What you can do:
- Add assignees: Bring more people onto a task - the current assignees stay put.
- Replace assignees: Clear the deck and start fresh with new people.
- Clear assignees: Remove everyone. Period.
- Use an “Assignee Picker” form field to let someone else decide who gets assigned.
Example: IF (Office Location) is "Toronto" THEN assign task "Mentor Meeting" to "Jane Doe"
Simple.
Learn more about assignment actions
Want to see this in action?
These actions automatically adjust when tasks are due.
You can:
- Set deadlines based on specific conditions
- Push deadlines back or pull them forward
- Base due dates on other steps or form field dates
Example: IF (Package Purchased) is "Premium" THEN shift deadline -3 days for "Send First Draft"
Premium customers get their drafts faster. Makes sense, right?
Learn more about deadline actions
Real-world examples:
These actions change a task’s status.
Here’s the main thing: they re-open1 completed tasks. That’s it.
When is this useful? Think approval loops. Someone reviews the work, wants changes, and boom - the task reopens for edits. It only works on tasks that are already marked complete (you can’t re-open something that’s not closed).
Example: IF (Decision) is "Requires changes" THEN re-open task "Make changes for next draft"
Learn more about status actions
Check out how this works in practice:
These control whether steps appear or stay hidden - and yes, this is the action type you’ll use most.
With visibility actions, you can:
- Show or hide tasks based on form answers
- Create different process paths depending on conditions
- Let processes adapt automatically to each situation
Example: IF (Purchase Amount) is ">$10,000" THEN SHOW "Approval by CFO" step
Big purchases need the CFO’s eyes on them. Smaller ones? They skip right past.
Learn more about visibility actions
See it in action:
- Automate changing the status of tasks
- Automate deadline shifts on tasks
- Automate hiding or showing tasks
- Automate task assignments
Actions > Automate task assignments
Tutorials > Create an automation
Actions > Automate hiding or showing tasks
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Status changes from completed back to in-progress, preserving task history and data ↩
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