This guide demonstrates how to create multi-level approval workflows with automatic rejection handling that sends work back to previous steps for corrections while maintaining quality control across financial approvals content publishing and contract management processes.
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.
Tallyfy enables users to complete tasks through checkmark icons in list views or Complete buttons within task views and allows reopening completed tasks with a Re-Open button while administrators can restrict completion to only assigned members using the Advanced tab settings and tasks with checklists require meeting specific completion rules before the main task can be finished.
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.
