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 tasks can be completed by clicking the checkmark icon in list views or using the Complete button within the task and can be reopened by clicking the Re-Open button with options to restrict completion to only assigned members through advanced settings.
Visibility actions in Tallyfy use IF-THEN logic to dynamically show or hide workflow steps based on conditions like field values or task completion status enabling you to create sequential task dependencies by hiding steps by default and revealing them through automation rules when previous steps are completed.
