Complete or reopen tasks

How can I complete or reopen tasks in Tallyfy?

How do I complete tasks in Tallyfy?

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:

1. From list views (like Tasks or Tracker): Click the checkmark ✔️ icon to the left of the task name.
2. 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.

1. Open the completed task.
2. 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:

1. When editing the template, click the task step.
2. Go to the Advanced tab.
3. 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

Admin override

Administrators can always complete, reopen, or edit any task, regardless of this setting.

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.

1. Open the task containing the checklist.
2. Check off subtasks as you complete them.
3. 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.
4. 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.

Learn more about checklists as subtasks

See Create and use subtasks (Checklist field) for how to set these up.

Related articles

Tasks > Advanced tab

Advanced task options in templates provide sophisticated workflow control including automatic process launching upon completion requiring all assignees to individually complete tasks before marking as done automatic launcher assignment for unassigned tasks restricting completion rights to assigned members webhook notifications guest comment restrictions unique step identification and task-specific tagging for enhanced organization and automation.

Guests > Re-open tasks as a guest

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.

Actions > Automate changing the status of tasks

Status actions automatically re-open completed tasks when specific conditions are met and are primarily used for approval workflows feedback loops and quality control processes where steps need to be revisited for corrections or revisions.

Tasks > Create and use subtasks

The checklist field type in Tallyfy allows you to break down tasks into smaller subtasks with checkboxes that users complete individually while providing validation rules to determine when the entire checklist is considered finished.