Automate changing the status of tasks

Status actions explained

Status actions in Tallyfy do one thing - they automatically re-open a step (task) that was already marked as complete. That’s it.

Here’s the catch: the task must already be complete for this to work. If it’s still open or hasn’t started yet? Nothing happens.

You’ll find status actions particularly handy for:

• Approval/Rejection steps: When something gets rejected, the previous step automatically re-opens so corrections can be made.
• Feedback loops: Need to send a process back for revisions? Status actions handle the return trip.

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"

When reviewers request changes, that draft task opens right back up. Simple.

Example 2: Loop back if quality check fails

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

This sends the process back to specification review whenever quality doesn’t pass. It’s like having a built-in safety net.

Example 3: Handle document corrections

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

Manager says no? The documentation task re-opens automatically - no manual intervention needed.

See how completing step 2 automatically re-opens step 3? That’s your process loop in action.

Important limitations

• Status actions can only re-open completed tasks. That’s their one job.
• They can’t complete, cancel, or modify tasks that are still running (or haven’t started).
• Remember - if the target task isn’t already complete, nothing happens at all.

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.

Tasks > Complete or reopen tasks

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.

Actions > Automate hiding or showing tasks

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.