Edit Task > Assign members or guests after launching
Members can be assigned to tasks through template settings before launch or during process execution by selecting assignees in task cards and edit options to maintain workflow accountability.
Automate task assignments
Asignment actions allow you to dynamically assign people to a task when a condition is met.
- Choosing the Assign action will ONLY add any assignee you decide to the ongoing task.
- Choosing the Assign only action will remove any current assignee and replace it with the ones you specify.
Example: If Step A is completed, Assign Person A,B and C to step D.
The example above establishes that once a condition is met, Richard Matthews will be the only person assigned to Step #2. Pretty simple right?
Actions in Tallyfy enable automated task management through Assignment Deadline Status and Visibility controls that execute when specific conditions are met during workflow processes.
Actions > Automate deadline shifts on tasks
Deadline actions enable automatic adjustment of task deadlines based on the completion time of other tasks through a flexible system that allows setting time intervals before or after specified task deadlines.
Actions > Automate changing the status of tasks
Status actions enable reopening of completed steps in a workflow to facilitate approval processes and looping scenarios by automatically triggering when specific conditions are met.
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