Skip to content
Tallyfy

Status actions

Status actions explained

Status actions in Tallyfy do one thing - they automatically re-open a step (task) that was already marked as complete. The target task must already be complete for this to work. If it’s still open or hasn’t started yet, nothing happens.

They’re 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.

Types of automations

Visibility
IF this THEN show/hide that step
Assignment
IF this THEN assign someone
Deadline
IF this THEN shift the deadline
Status
IF this THEN re-open a task

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.

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.

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.

Automation rule showing status action to reopen step

Completing step 2 automatically re-opens step 3 - that’s your process loop in action.

Automations > Actions

Automation actions are the THEN part of IF-THEN rules. They automatically assign people, adjust…

Templates > Automations

Tallyfy automations are simple IF-THEN rules added to templates that automatically adapt running…
Get in touch
About Tallyfy