How do I set up rules in a process?

You can set step powerful rules that will trigger and automate tasks and decisions when a process is started.

Rules is a feature available on paid plans (BASIC and PRO).

There are 2 main types of rules:

A. Trigger on task completion:

B. Trigger on form field response:

Here is an example of where you can use rules:

Often, business processes take a different path dependent on a decision on a step.

This is an example of a process documented in a simple flowchart that should take a different path if the answer is 'YES' or 'NO':  

You can use the simple step RULES in a Tallyfy template to apply this and any conditional logic in a process:

Link to youtube video:

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