Actions in Tallyfy enable automated task management through Assignment Deadline Status and Visibility controls that execute when specific conditions are met during workflow processes.
Automate changing the status of tasks
Status actions will re-open a step that was already completed. This is especially useful when dealing with approve/reject processes where if a specific step is rejected, we can simply re-open some previous tasks in the process and keep working until it’s successfully approved.
In this example, if step 2 is completed, then step 3 will be re-open. This works great for looping scenarios.
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.
Actions > Automate task assignments
Assignment actions enable dynamic task allocation by either adding new assignees or replacing existing ones based on specific conditions within a workflow.
Automation features enable automatic decision-making and actions in processes through user-defined conditions and triggers while providing examples tutorials and implementation guidelines for streamlined workflow management.
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