Automate task assignments

What are Assignment Actions?

Assignment actions automatically change who is responsible for a task when certain conditions in your process are met. You have three choices for how to change the assignment:

• Add assignees: Adds the person(s) you choose to the task. Anyone already assigned stays assigned.
• Replace assignees: Removes everyone currently assigned and assigns only the person(s) you choose.
• Clear assignees: Removes everyone currently assigned, leaving the task unassigned.

You can choose specific people/groups for the action, or you can tell Tallyfy to use the person selected in an “Assignee Picker” type form field. You can also combine these (e.g., assign to the person picked in a field plus always assign to a specific manager).

Examples of Assignment Actions

Example 1: Assign based on location

IF (Office Location field) is "Toronto"
THEN Add assignee "Jane Doe" to task "Mentor Meeting"

(If the office is Toronto, Jane Doe is added as an assignee for the meeting.)

Example 2: Replace assignees based on department

IF (Department field) is "Legal"
THEN Replace all assignees for task "Contract Review" with "Legal Team" group

(If the department is Legal, only the Legal Team group will be assigned to review the contract, removing anyone else previously assigned.)

Example 3: Using an Assignee Picker field

IF (Project Type field) is "Urgent"
THEN Replace all assignees for task "Approval" with (Project Manager field)

(If the project is urgent, the task is assigned only to whoever was selected in the “Project Manager” form field.)

Remember to use the “Apply To” setting within the automation rule to select exactly which task step this assignment action should affect.

Related articles

Automations > Actions

Action types in Tallyfy automations are the “THEN” portion of if-this-then-that rules that automatically execute specific behaviors like assignment changes deadline adjustments status modifications and step visibility controls when predefined conditions are met in your workflows.

Templates > Automations

Tallyfy process automations are smart if-this-then-that rules that automatically perform actions like task assignments deadline changes and step visibility based on defined conditions to reduce manual work and ensure consistent process execution.

Tutorials > Create an automation

Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead.

Edit Templates > Understanding assignment types

Tallyfy templates allow you to assign tasks to specific people groups job titles or guests with options for automation rules to dynamically change assignments based on process conditions.