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Status actions explained

Section titled “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.

Status is one of five action types you can add to an automation. The others toggle visibility, change deadlines, and update assignments.

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

Section titled “Examples of status actions”

Example 1: Re-open task after rejection

Re-open task after rejection

If

  • Approval Decision is Requires changes

Then

  • Reopen step
    Apply to
    Make changes for next draft

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

Example 2: Loop back if quality check fails

Loop back if quality check fails

If

  • Quality Check is Failed

Then

  • Reopen step
    Apply to
    Review product specifications

This sends the process back to specification review whenever quality doesn’t pass.

Example 3: Handle document corrections

Handle document corrections

If

  • Manager Approval is Rejected

Then

  • Reopen step
    Apply to
    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.

Section titled “Related articles”

Automations > Actions

Automation actions are the Then half of an automation. They automatically assign people, adjust…
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