How do I set up rules in a process?

If you want to make sure specific tasks are assigned based on other tasks being completed or based on information provided in forms in previous steps, then you can use Tallyfy's process rules. 


There are 2 main types of rules:

A. Trigger on task completion

B. Trigger on form field response

Video Walkthrough:


Rule Precedence

Rules are grouped linearly in the order that they are listed on the step. This means that the following expression:

     a 'OR' b 'AND' c 'OR' d 'AND' e

Is equivalent to:

     ((((a 'OR' b) 'AND' c) 'OR' d) 'AND' e)

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