Tallyfy’s automation system uses Assignment, Deadline, Status, and Visibility actions to execute specific tasks automatically when predetermined conditions are met.
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 dynamic control of step visibility in processes by showing or hiding steps based on specific conditions like task completion status.
Actions > Automate task assignments
Assignment actions dynamically manage task assignees by either adding additional people or replacing existing assignees when specific conditions are met in a workflow.
Automations enable automated decision-making and actions within templates based on user-defined conditions, featuring conditionals, examples, and customizable actions for streamlined process execution.
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