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Automate deadline shifts on tasks

What are deadline actions?

Deadline actions in Tallyfy automatically change the due date of a task when certain conditions are met. You can set them up to:

  • Move a deadline earlier or later by a certain amount (e.g., add 3 days).
  • Set a deadline based on the deadline of another step in the process.
  • Set a deadline based on a date entered into a “Date” type form field earlier in the process.

Use the “Apply To” setting in the automation rule to specify which step’s deadline gets changed by this action.

Examples of deadline actions

Example 1: Make deadline earlier for premium service

IF (Package Purchased field) is "Premium"
THEN shift deadline for step "Send First Draft" 3 days earlier than its default

(Premium customers get their draft 3 days sooner.)

Example 2: Set deadline based on a meeting date

IF (Project Scope field) is "Complex"
THEN set deadline for step "Review Meeting" to (Client Kick-off Date field) + 5 days

(The review meeting deadline is set 5 working days after the date entered in the “Client Kick-off Date” field.)

Example 3: Link deadlines between tasks

IF (Initial Review task) is completed
THEN set deadline for task "Final Approval" to 2 days after the deadline of step "Client Feedback"

(The final approval is due 2 working days after the client feedback was due.)

Deadline example

(In the screenshot example, if the condition is met, the deadline for step 13 will be pushed 1 day later than it was originally.)

Examples > Countdown deadline automation

This content demonstrates how to set up automated countdown deadlines that work backwards from important dates to ensure preparation tasks are completed on time through date field capture task creation and automation rule configuration.

Automations > Actions

Automation actions in Tallyfy serve as the “THEN” component of conditional rules that automatically execute specific behaviors like task assignments deadline modifications status changes and step visibility when predefined conditions are met to streamline workflows and eliminate manual interventions.

Templates > Automations

Tallyfy automations enable intelligent workflow adaptation through conditional IF-THEN rules that automatically modify processes based on user input form responses task completions and other triggers to create dynamic workflows that route tasks assign responsibilities and show or hide steps without manual intervention.

Actions > Automate task assignments

Assignment actions in Tallyfy automatically modify task assignments through three methods - adding assignees replacing all assignees or clearing assignments entirely - based on conditional logic that can target specific people groups or form field selections to streamline workflow management.