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:  https://youtu.be/nouC7kDdcdg


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Please contact the Tallyfy Support team if you have any questions, to share any feedback or request a feature. We would love to hear from you!

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