You can manually show or hide tasks in running processes to handle situations where conditional logic has made incorrect tasks visible or when you need to temporarily remove tasks from view. This gives you direct control over task visibility beyond automatic automation rules.
Manual task visibility control is particularly useful when users change their selections in forms that trigger conditional paths, as previously shown tasks remain visible by default.
Process completion percentage adjusts when tasks are hidden
Hidden tasks are excluded from deadline calculations
Best practices
Document reasons: Always add comments when hiding/showing tasks to maintain process history
Review regularly: Periodically check for hidden tasks that might need attention
Train your team: Ensure team members understand when to use manual controls vs relying on automation
Consider automation first: Before manually hiding tasks, verify if your automation rules need adjustment
Common use case example
Scenario: A form asks “Business Type” with options for Corporation, LLC, Partnership, and Sole Proprietor. Each type triggers different documentation tasks.
Problem: User initially selects “Corporation” which shows corporate filing tasks. They then change to “LLC” but the corporate tasks remain visible.
Solution:
Manually hide the corporate filing tasks that are no longer relevant
The LLC tasks appear automatically based on the new selection
Add a comment explaining the business type change for audit trail
This ensures users only see relevant tasks for their current selection.
Visibility actions in Tallyfy automatically show or hide process steps based on specific conditions to ensure complete process integrity while displaying only relevant steps when needed preventing missed requirements and maintaining workflow efficiency.
Master conditional visibility in Tallyfy to create dynamic workflows that show or hide tasks based on form inputs with practical examples for handling complex business logic and troubleshooting common issues.
Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead.
Automation actions in Tallyfy serve as the “THEN” component of conditional rules that automatically execute specific behaviors like task assignments deadline modifications status changes and step visibility when predefined conditions are met to streamline workflows and eliminate manual interventions.
