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How can I use advanced task options in templates?

The Advanced tab in your template step editor gives you powerful control over how tasks behave when processes run. You’ll find these settings when editing any step - they’re what turn basic workflows into smart, automated systems.

Let’s walk through each option:

  • Launch another process when this task is complete: Want to trigger another workflow automatically? Switch this ON. When someone completes this task, Tallyfy will kick off a different process from another template. You can launch it separately or inject its tasks right into your current process - think of it as nesting one template inside another at runtime. (Currently, variables don’t pass between processes, but that’s coming soon.) See Launch another process guide.

  • All assignees must complete this task: Turn this ON when you need everyone’s individual sign-off. The task won’t move forward until every single assignee marks it complete. You’ll see a counter like “1 of 3 completed” tracking progress.

    Here’s what happens when you enable this:

    • A lock icon shows up next to assignees - only they can complete the task
    • Everyone sees a completion counter (“2 of 4 completed”) so they know where things stand
    • Tallyfy posts an automated comment each time someone completes their part
    • The task stays open until the last person finishes
    • Guests can participate too - they’ll see the counter and complete their portion just like members

    Heads up: This only works with regular “Task” steps right now, not “Approve/Reject” steps.

  • Assign launcher automatically: What if nobody’s assigned to a step? This setting decides.

    • ON: The person who launches the process gets the task automatically
    • OFF: The task sits unassigned until someone claims it or gets assigned

    Group assignment behavior

    Got a group assigned to this step? Careful - if “Assign launcher automatically” is ON, the launcher becomes an extra assignee on top of the group. Both the group AND the launcher can work on the task. Don’t want that? Turn this setting OFF for group-assigned steps.

  • Task is mandatory…: Used to prevent tasks from being removed at launch.

  • Only assigned members can complete or edit this task: Lock this task down. When ON, only assigned people can touch it - no one else can complete or edit it. Perfect for sensitive tasks or when you need strict control. (Admins can still edit everything though.)

    Setting to lock task completion/editing to assignees

  • Emit webhook when completed: Need to notify another system? Switch ON to fire a webhook when this task gets done. Great for updating CRMs or triggering external workflows.

  • Prevent guests from making or seeing comments: Keep guest conversations limited. When ON, guests can’t see or add comments on this task. They can still complete it - they just can’t chat about it.

  • Unique Step Alias: This gives your step a permanent ID that never changes. You’ll need this for API integrations or webhooks - it’s how external systems can reliably reference this specific step.

  • Tags: Label individual tasks for easy filtering. These task-level tags are separate from process tags. Super handy when you want to slice and dice your task views - filter by “urgent”, “finance”, or whatever categories make sense for your workflow.

Edit Templates > Edit steps

Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.

Edit Templates > Assign steps in the Tallyfy template builder

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.

Edit Task > Assign members or guests after launching

Task assignment in Tallyfy can be done during template creation process launch or while processes are running with options to assign specific members groups guests or job titles and includes settings for automatic launcher assignment and completion restrictions.

Launching > Launch another process when a task is completed

Tallyfy allows you to automatically start a new process when a specific task completes by enabling the “Launch another process when this task is complete” toggle in the task’s advanced settings and selecting the target template to launch.
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