Managing Active Processes

Working with Active Processes

Running processes sometimes need adjustments. Tallyfy gives you flexibility to manage processes without losing control.

Editing Active Processes

You can modify a running process:

• Add steps - Insert new tasks when needed
• Remove steps - Delete steps not yet started
• Reorder steps - Change the sequence
• Change assignments - Reassign to different people
• Adjust deadlines - Extend or shorten timeframes

Reassigning Steps

To change who is responsible for a step:

1. Open the process and click on the step
2. Click the current assignee
3. Select a new person or group
4. Optionally add a note explaining the change

Adding Comments

Communicate within the context of the process:

• Add comments to specific steps
• @mention team members to notify them
• Attach files to comments
• Comments are part of the permanent record

Handling Exceptions

When things do not go as planned:

• Skip steps - Mark as not applicable for this process
• Pause process - Temporarily stop all deadlines
• Cancel process - Stop completely when no longer needed
• Add notes - Document why exceptions occurred

Process Permissions