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Manually show or hide tasks

How to manually control task visibility

Click the three dots (⋮) menu on any non-completed task and select Hide This Task or Show This Task to control visibility in running processes.

This is useful when someone changes a form selection mid-process - say, switching from “Corporation” to “LLC” - and now irrelevant tasks are cluttering the view. Or when your automation rules don’t cover this specific scenario.

When to use manual show/hide

  • Mid-process pivots - a customer switches from “New Installation” to “Upgrade” after starting the process
  • Automation gaps - your rules show tasks that shouldn’t appear in this scenario
  • One-time exceptions - a compliance task isn’t needed for this specific client, but you can’t remove it from the template
  • Testing - you’re walking through different process paths without launching separate test runs

How to hide a task

  1. Open your running process with the task you want to hide

  2. Find the task in your process view

  3. Click the three dots (⋮) on the task card

  4. Select “Hide This Task” from the menu

  5. Add a comment explaining why you’re hiding it (a comment dialog appears - this is optional but recommended)

  6. Confirm and the task disappears from view

The task vanishes from the active view but Tallyfy keeps it in the process - nothing gets deleted.

How to show a hidden task

  1. Find hidden tasks in your process view using the filters or view options

  2. Locate the hidden task you want to restore

  3. Click the three dots (⋮) on the hidden task

  4. Select “Show This Task” from the menu

  5. Add a comment if needed (the same comment dialog appears)

  6. Confirm to restore the task

Important considerations

Hidden task data is preserved

Hidden tasks keep everything - form data, file attachments, comments, and assignments. When you show a task again, it’s exactly as it was. Internally, Tallyfy sets hidden tasks to an auto-skipped status rather than deleting them.

Manual overrides beat automation

If you manually hide a task, it stays hidden even when automation conditions change. For example: your automation would normally show a task when “Priority = High”. You manually hid it. Someone changes priority to High. The task stays hidden. You’ll need to manually show it again.

How hiding affects your process

When you hide a task, it vanishes from everyone’s task views. Your completion percentage recalculates - if you had 10 tasks and hide one, Tallyfy now tracks 9. Hidden tasks don’t count against deadlines either.

Best practices

Add comments when hiding or showing tasks. Tallyfy prompts you with a comment dialog for a reason. Six months later when someone asks “Why is the compliance task missing?” you’ll have an answer.

Review hidden tasks periodically. They’re easy to forget. If you’re repeatedly hiding the same task type, that’s a sign to update your template’s automation rules instead.

Use hiding for exceptions, not everyday scenarios. If a simple automation rule update would solve the problem permanently, do that instead of manually hiding tasks each time.

Example scenario

Your intake form asks “Business Type” - Corporation, LLC, Partnership, or Sole Proprietor. Each choice triggers different tasks via automation.

A client selects “Corporation” and moves forward. Corporate filing tasks appear. Ten minutes later: “Actually, we’re an LLC.”

They change their selection. The LLC tasks show up, but the corporate tasks remain visible too.

What to do:

  1. Hide the corporate filing tasks using the three-dot menu
  2. The LLC tasks are already visible thanks to automation
  3. Add a comment: “Client switched from Corp to LLC during intake”

Your team now sees only LLC-relevant tasks. If the client changes their mind again, those hidden tasks are one click away.

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