TASK > How do I set an expiry step in a procedure?

Sometimes a step just requires an acknowledgement (and sometimes not). Rather than creating another email or task in your process, use Tallyfy to make an Expiry step. When the process is launched, the assignees will be prompted to acknowledge this task. The upside of this expiring task is that it auto-expires with or without an acknowledgement at the expiry date. So, this way it doesn't hold-up or delay the process.

Here's How

Open your Blueprint in  Edit mode and select the step you want to make an  Expiry task.
Click on  Step Type and select Expiry from the dropdown list.

Remember to  Save your changes!
Upon launching the process, the step will prompt the assignees for an acknowledgement.

Once the step has been acknowledged, the completed task will show the corresponding status.

The next steps can be tailored to the response of this task - acknowledgement, expired or both using  Rules on the PRO plan.

And that's it! Tallyfy makes it easy to move your business processes along, getting you timely updates without relying on emails and messages so that everyone can move forward with their responsibilities. Try it out on your next blueprint. 

Please note that for this task type, the advanced feature of "All assignees must complete this task" is automatically disabled. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us