Actions
Actions are the “THEN” part of “if-this-then-that” automation rules. When your conditions are met, actions define what Tallyfy does automatically.
- Basic “if-this-then-that” logic understanding
- Permission to edit template automations
- Familiarity with your workflow processes
- Reduce manual work: Stop repeating tasks like assignments and step visibility.
- Ensure consistency: Your processes follow the same rules every time.
- Prevent errors: Eliminate mistakes from routine decisions.
- Speed up workflows: No more waiting for manual actions.
- Enforce business rules: Critical rules get followed automatically.
Tallyfy offers four main types of actions you can use in your automations:
These actions change who is responsible for tasks.
- Add assignees: Add people to a task without removing current assignees.
- Replace assignees: Remove everyone currently assigned and add new people.
- Clear assignees: Remove everyone currently assigned.
- Can use an “Assignee Picker” form field to decide who to assign.
Example: IF (Office Location) is "Toronto" THEN assign task "Mentor Meeting" to "Jane Doe"
Learn more about assignment actions
See practical examples:
These actions automatically adjust task due dates.
- Set or change deadlines based on conditions.
- Move deadlines earlier or later.
- Base deadlines on dates from other steps or form fields.
Example: IF (Package Purchased) is "Premium" THEN shift deadline -3 days for "Send First Draft"
Learn more about deadline actions
See practical examples:
These actions change the status of a task.
- Mainly used to re-open a task that was already completed.
- Useful for approval loops where changes are needed.
- Only works on tasks that are currently marked as complete.
Example: IF (Decision) is "Requires changes" THEN re-open task "Make changes for next draft"
Learn more about status actions
See practical example:
These actions control whether steps are shown or hidden (this is the most common action type).
- Show or hide tasks based on answers in forms.
- Create different paths through a process based on conditions.
- Make processes adapt automatically to different situations.
Example: IF (Purchase Amount) is ">$10,000" THEN SHOW "Approval by CFO" step
Learn more about visibility actions
See practical example:
- 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
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