Launching is ridiculously fun!
Launching a process involves grabbing a copy of template and running it for a specific situation.
You are taking the template (recipe) and copying it for a specific scenario at the moment you launch it.
One template can have many processes. An example of a template is “Client Onboarding” and an example of a process that uses that template is “Coca Cola”. In other words - we’re running the process “Coca Cola” using the template “Client Onboarding”.
If you make changes to a template, they only reflect on the next process you launch.
- Triggers
- Launch a process from a web form
- Launch another process when a task is completed
- Launch manually
- Automatically schedule a process
- Edit before launch
Related articles
Getting Started > Launch a process
A step-by-step guide on how to launch your first process in Tallyfy after creating a template.
Launching > Launch another process when a task is completed
This content describes how to automatically launch a new process in Tallyfy when a specific task is completed in an existing process.
Tracking > More about processes
A process is a unique instance of a template that allows you to follow specific steps for a particular scenario, such as onboarding a new employee.
Launching > Launch manually
A step-by-step guide on how to manually launch a process in Tallyfy, including naming, assigning tasks, setting deadlines, and tracking progress.