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Use advanced task options in templates

Section titled “Use advanced task options in templates”

The Advanced tab in your template step editor controls how tasks behave when processes run. You’ll find these settings when editing any step.

Here’s each option:

  • Launch another process when this task is complete: Switch ON to automatically start a different process from another template when someone completes this task. You can launch it as a separate process or inject its tasks into your current process. See the Launch another process guide.

  • All assignees must complete this task: Turn ON when you need every assignee’s individual sign-off. The task won’t move forward until everyone marks it complete.

    When enabled:

    • The task lists who has completed it and who is still pending
    • An Administrator who isn’t assigned can still click Complete, but each click completes the task on behalf of one assignee who hasn’t finished
    • A completion counter (“2 of 4 completed”) tracks progress
    • 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 like members

    This works with Task and Approve/Reject steps, but not with Expiring or Email steps.

  • Assign launcher automatically: Controls what happens when nobody’s assigned to a step.

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

    Steps that already have assignees

    This only fills a step that has nobody assigned. If a member or a group is already assigned, the launcher isn’t added. One exception on the launch screen: a step assigned only to guests still gets the launcher as well, so turn this OFF on guest-only steps if you don’t want that.

  • Task is mandatory: Prevents tasks from being removed at launch.

  • Only assigned members can complete or edit this task: When ON, only assigned people can complete or edit this task. Good for sensitive tasks where you need strict control.

    The Advanced tab of a Tallyfy step with Only assigned members can complete or edit this task switched to Yes.

  • Emit a webhook when this task is completed?: Switch ON to send the whole process as JSON to the URL you enter, via a webhook, when this task is completed. Useful for notifying external systems like CRMs.

  • Prevent guests from making or seeing comments: When ON, guests can’t see or add comments on this task. They can still complete it.

  • Unique step alias: A permanent ID for your step that never changes. You’ll need this for API integrations or webhooks - it’s how external systems reliably reference this specific step.

  • Tags: Label individual tasks for filtering. These step-level tags are separate from process tags. Filter your task views by categories like “urgent”, “finance”, or whatever makes sense for your workflow.

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