You can complete tasks in two ways - either click the checkmark icon in any list view, or open the task and hit the Complete button. Here’s how:
From list views (like Tasks or Tracker): Click the checkmark ✔️ icon to the left of the task name.
From the task view: Open the task, then click the Complete button (usually bottom right).
That’s it. Task marked complete.
How can I reopen completed tasks?
Need to undo a completed task? Just open it and click Re-Open.
Open the completed task.
Click the Re-Open button.
The task becomes active again.
How can I control who completes or reopens tasks?
If you need to restrict task completion and reopening to only assigned members, use the “Only assigned members can complete or edit this task” setting in the Advanced tab:
When editing the template, click the task step.
Go to the Advanced tab.
Switch ON the toggle “Only assigned members can complete or edit this task”.
Here’s what happens when you turn this on:
Only people assigned to the task can complete it
Only assigned members can reopen the task after it’s completed
Non-assignees won’t see the Complete or Re-Open buttons
Nobody can accidentally (or intentionally) complete someone else’s work
How do I complete tasks that have subtasks (checklists)?
Got a task with a checklist? These work a bit differently. The checklist form field acts like mini subtasks you need to check off.
Open the task containing the checklist.
Check off subtasks as you complete them.
Important: Note if the checklist has completion rules (set in the template):
If it requires ‘at least one’ item checked, make sure at least one box is checked.
If it requires ‘all items’ checked, make sure every box is checked.
Once the checklist rules (and other required fields) are met, the main Complete button becomes available. Click it to complete the main task.
You can’t complete the main task until all its required fields are filled out - including any checklist requirements. The Complete button stays grayed out until everything’s done.
Members with Administrator or Standard permissions can re-open completed guest tasks by navigating to the process clicking the completed task and using the Re-Open button which automatically changes the status back to active and notifies the guest via email.
Advanced task options in templates provide powerful control over workflow behavior including automatic process launching when tasks complete requiring all assignees to finish before progression automatic launcher assignment mandatory task settings completion restrictions webhook emissions guest comment limitations unique step identification and task tagging for enhanced filtering and organization.
Status actions in Tallyfy automatically re-open previously completed tasks when specific conditions are met making them ideal for approval rejections and feedback loops that require returning work to earlier steps.
The endpoint allows reopening completed tasks by using DELETE requests to restore them to an active state with proper authentication headers and supports both process-run tasks and standalone one-off tasks through distinct URL patterns.
