Automation actions in Tallyfy execute the “THEN” portion of if-this-then-that rules and include four types: assignment actions for changing task responsibility deadline actions for adjusting due dates status actions for reopening completed tasks and visibility actions for showing or hiding steps based on conditions.
Tallyfy process automations are smart IF-THEN 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.
Assignment actions in Tallyfy automatically modify task responsibility by adding replacing or clearing assignees based on specified conditions and can utilize both specific people/groups and form field selections for dynamic task allocation.
Real-world automation patterns demonstrate how to leverage Tallyfy’s rule-based system for handling approvals task assignments notifications and process flows based on different business conditions and scenarios.