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Automate hiding or showing tasks

What are visibility actions

Visibility actions allow you to either Show or Hide a step based on a condition. One common use case for this, is to make sure that steps from a certain process are completed in linear order.

Let’s learn by example by taking a look at the following Automation:

Visibility example

In this particular example, the condition (IF) stablishes that if a step is completed, Then step 2 will be shown in the process. Pretty simple right?.

Actions > Automate changing the status of tasks

Status actions enable the reopening of completed steps in a workflow, particularly useful in approval processes where rejected steps can trigger the reopening of previous tasks until successful completion.

Automations > Actions

Tallyfy’s automation system uses Assignment, Deadline, Status, and Visibility actions to execute specific tasks automatically when predetermined conditions are met.

Templates > Automations

Automations enable automated decision-making and actions within templates based on user-defined conditions, featuring conditionals, examples, and customizable actions for streamlined process execution.

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.