Want to let process launchers pick who does what? Tallyfy’s assignee picker fields make it happen. You can automatically assign tasks to team members based on selections made right in the kick-off form - perfect when different situations need different people.
What is the use case for this automation?
Here’s when this really shines:
A project coordinator launches a client onboarding process and picks which account manager should handle that specific client
A manager starts a new hire process and chooses the HR specialist who’ll guide the onboarding (maybe Sarah for tech hires, Mike for sales roles)
Someone requests a purchase approval and nominates their assistant to help gather all the documentation
The beauty here? Task assignment isn’t locked into the template. It’s flexible. The person launching decides who gets what work, right when they need to.
How do I set up dynamic member assignment?
Add assignee picker fields to your kick-off form
Head into your template’s kick-off form. Add Assignee Picker fields for each role you want to assign dynamically. Some examples that work well:
“Select primary agent”
“Choose project assistant (optional)”
“Assign technical reviewer”
Make sure these labels are crystal clear - the person launching needs to know exactly who they’re selecting and why.
Create automation rules for each assignment
For each assignee picker field, you’ll need an automation rule. Here’s how they look:
Example 1: Assign primary agent to multiple steps
IF (Primary Agent field) is not empty
THEN Replace assignee(s) for steps 1, 2, and 3 with (Primary Agent field)
Example 2: Conditionally assign assistant to specific tasks
IF (Project Assistant field) is not empty
THEN Add assignee (Project Assistant field) to steps 4 through 10
Consider using groups for fallback assignments
What if someone doesn’t pick anyone? You still need those tasks assigned. Here’s the fix:
IF (Technical Reviewer field) is empty
THEN Assign "Technical Review Team" group to step "Technical Review"
Advanced patterns
Combining member selection with other conditions
Want to get fancy? You can mix assignee pickers with other conditions for really smart routing:
IF (Priority field) is "Urgent"
AND (Senior Manager field) is not empty
THEN Replace assignee(s) for "Final Approval" with (Senior Manager field)
This means urgent requests go straight to the senior manager you picked. Regular ones? They follow the normal approval chain.
Multiple assignee pickers working together
Sometimes different process stages need different experts. No problem - just use multiple assignee picker fields:
Initial stages: Goes to whoever’s selected in the “Project Lead” field
Middle stages: Handed off to the person in “Technical Expert” field
Final stages: Wraps up with whoever’s in “Quality Reviewer” field
Each picker controls its own set of tasks. The result? A workflow that adapts completely to who’s available and best suited for each part.
Tallyfy enables step assignment through multiple methods including specific members groups job titles guests or leaving steps unassigned with options for automation rules to dynamically adjust assignments based on process conditions and workflow requirements.
Assignment actions in Tallyfy automatically modify task assignments through three methods - adding assignees replacing all assignees or clearing assignments entirely - based on conditional logic that can target specific people groups or form field selections to streamline workflow management.
Complete catalog of automation examples showing practical patterns for assignment rules visibility controls deadline management approval workflows and other common business scenarios.
This automation demonstrates how to capture the original process requestor using an assignee picker field and automatically assign them to receive final notifications or results through template automation rules that replace step assignees based on form field selections.
