Examples > Service level-based task assignment
Route tasks to different team members based on customer service levels using Tallyfy automation rules with conditional assignment and deadline actions.
Examples
Each example below covers a tested Tallyfy automation pattern with setup instructions. Pick one, follow the steps, and you’re done.
Assign to process requestor Routes tasks back to whoever launched the process. No manual tracking.
Dynamic member assignment from kick-off forms The process launcher picks team members via dropdown fields. Useful when different projects need different people.
Service level-based task assignment Routes tasks by customer tier (Basic, Premium, Enterprise) so higher-tier customers automatically get the right support teams.
Exclusive choice (pick one path) The process follows one branch - never both. Office staff get IT setup; field workers get equipment training. Same template, different paths.
Synchronization (wait for multiple approvals) Every required sign-off must complete before the next step unlocks.
Multi-level approval loops A rejection sends the request back for fixes, then the approval chain restarts automatically.
Countdown deadline automation Counts backwards from a target date - agendas go out Monday, room bookings due Friday.
Combined visibility and deadline rules Shows international shipping tasks only when needed AND sets their deadlines from arrival dates. Two automations working together.
- Customer support routing → Service level-based assignment
- Purchase approvals → Multi-level approval loops
- Event planning → Countdown deadline automation
- Project delegation → Dynamic member assignment
- Compliance workflows → Synchronization
For BPMN-based process patterns, see BPMN Examples and Patterns ↗.
- Automatically assign a step to the original process requestor
- Combined visibility and deadline rules
- Countdown deadline automation
- Decision with waiting step
- Dynamic member assignment from kick-off forms
- Exclusive choice
- Multi-level approval loops
- Notify the requestor when process completes
- Service level-based task assignment
- Synchronization
Tallyfy automations use IF-THEN rules to route tasks, adjust deadlines, show or hide steps, and trigger webhooks based on form responses and task events.
Automation actions in Tallyfy are the “THEN” part of IF-THEN rules - they automatically assign tasks, adjust deadlines, change status, control step visibility, or trigger webhooks when conditions are met.
Tutorials > Create an automation
Tallyfy automation rules use IF-THEN conditional logic to intelligently adapt workflows based on user inputs task completions and other triggers eliminating manual adjustments while automatically showing relevant steps assigning tasks and responding to changing circumstances throughout your processes.
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