Automate changing the status of tasks

Status actions explained

Status actions in Tallyfy have one specific job: they automatically re-open a step (task) that was already marked as complete.

This action only works if the task you target is currently complete. If the task is still open or hasn’t started, this action has no effect.

Status actions are mainly used for:

• Approval/Rejection steps: If something is rejected, automatically re-open the previous step so corrections can be made.
• Feedback loops: Send a process back to an earlier step for revisions based on a review.

Examples of status actions

Example 1: Re-open task after rejection

IF (Approval Decision field) is "Requires changes"
THEN re-open task "Make changes for next draft"

Result: The task for making changes gets re-opened automatically when the reviewer requests changes.

Example 2: Loop back if quality check fails

IF (Quality Check field) is "Failed"
THEN re-open task "Review product specifications"

Result: The process returns to the specification review step when quality check fails.

Example 3: Handle document corrections

IF (Manager Approval field) is "Rejected"
THEN re-open task "Update documentation"

Result: The documentation update task gets re-opened when the manager rejects the document.

This example shows that completing step 2 automatically re-opens step 3, creating a process loop.

Important limitations

• Status actions can only re-open completed tasks.
• They cannot automatically complete, cancel, or change the status of tasks that are still active or not yet started.
• This action has no effect if the target task is not already complete.

Related articles

Examples > Multi-level approval loops

This content explains how to build multi-level approval workflows in Tallyfy where rejections automatically reopen previous steps ensuring quality control while maintaining process flow efficiency through status actions and visibility rules.

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.

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Visibility actions in Tallyfy automatically show or hide process steps based on specific conditions to ensure complete process integrity while displaying only relevant steps when needed preventing missed requirements and maintaining workflow efficiency.