Automate changing the status of tasks

What are status actions?

Status actions will re-open a step that was already completed. This action only applies if the target task is currently complete; otherwise, it has no effect. Status actions are especially useful for approval/rejection workflows and creating feedback loops within processes.

Example automations

Example 1: Reopen task after rejection

IF (Decision) is "Requires changes"
THEN re-open [task](/products/pro/tracking-and-tasks/tasks/) "Make changes for next draft"

This automation restarts the editing process when reviewers request changes.

Example 2: Create a feedback loop

IF (Quality Check) is "Failed"
THEN re-open [task](/products/pro/tracking-and-tasks/tasks/) "Review product specifications"

Example 3: Handle document corrections

IF (Manager Approval) is "Rejected"
THEN re-open [task](/products/pro/tracking-and-tasks/tasks/) "Update documentation"

In this example, if step 2 is completed, then step 3 will be re-opened, creating a loop in the process flow.

Status action limitations

Status actions can only re-open completed tasks. They cannot directly complete, cancel, or otherwise change the status of active or inactive tasks. Status actions have no effect on tasks that are not yet completed.

Related articles

Automations > Actions

Automation actions in Tallyfy enable automatic task management through four key types: assignment deadline status and visibility controls that execute based on predefined conditions to streamline workflows.

Actions > Automate hiding or showing tasks

Visibility actions enable automatic showing or hiding of workflow steps based on specific conditions such as task completion status to ensure sequential process execution.

Templates > Automations

Rule-based automations in Tallyfy enable efficient workflow management by monitoring conditions executing actions making decisions routing tasks and modifying processes automatically based on predefined rules and triggers.

Edit Templates > Change a template's status

The template status feature enables tracking progress through four stages from Started to Published while allowing different user roles to modify the status either through the Templates library or Template Editor settings.