Skip to content
Tallyfy

Advanced tab

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:

    • A lock icon appears next to assignees - only they can complete the task
    • 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

    Group assignment behavior

    If a group is assigned to this step and “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. Turn this OFF for group-assigned 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.

  • Emit webhook when completed: Switch ON to fire 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.

Edit Templates > Edit steps

Tallyfy lets you edit template steps by adding new ones or modifying existing step details including descriptions with rich media and assignments to specific people or groups or guests along with step types and form fields and deadlines set relative to launch or other steps and advanced settings like webhooks and mandatory flags and auto-assignment rules.

Edit Task > Assign members or guests after launching

Tallyfy lets you assign people to tasks at three stages — inside a template as defaults or during process launch or while a process is already running — and includes settings to auto-assign the launcher and restrict task completion to only assigned members.

Edit Templates > Assign steps in the Tallyfy template builder

Tallyfy lets you assign template steps to specific members or groups or job titles or guests through the Assign tab and also supports unassigned steps with dynamic automation rules that route tasks based on form answers or conditions like dollar amounts or priority levels.

Tasks > Task assignment options

Tallyfy lets you assign tasks to individual members or groups within your organization and to external guests via email and supports dynamic reassignment through automation rules based on form field values or step completion status.
Get in touch
About Tallyfy