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 didn’t cover this specific scenario.
Open your running process with the task you want to hide
Find the task in your process view
Click the three dots (⋮) on the task card
Select “Hide This Task” from the menu
Add a comment explaining why you’re hiding it (a comment dialog appears - this is optional but recommended)
Confirm and the task disappears from view
The task vanishes from the active view but Tallyfy keeps it in the process - nothing gets deleted.
Find hidden tasks in your process view using the filters or view options
Locate the hidden task you want to restore
Click the three dots (⋮) on the hidden task
Select “Show This Task” from the menu
Add a comment if needed (the same comment dialog appears)
Confirm to restore the task
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.
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.
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.
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.
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:
Your team now sees only LLC-relevant tasks. If the client changes their mind again, those hidden tasks are one click away.
Actions > Automate hiding or showing tasks
Automations > Conditional visibility
Tutorials > Create an automation