Process launching involves naming, configuring kick-off forms, assigning tasks, setting deadlines, and tracking progress through the Tracker view after selecting the Launch button from the Templates section.
Launching
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.
- Edit before launch
- Launch manually
- Automatically schedule a process
- Launch a process from a web form
- Launch another process when a task is completed
- Triggers
Tracking And Tasks > More about processes
A process represents a unique instance launched from a template that can be customized with ad-hoc tasks and maintains its own audit trail while following a specific naming convention for easy identification and tracking.
Launching > Launch another process when a task is completed
The system enables automatic process launching upon task completion by selecting a template configuring process names and establishing parent-child relationships through unique ID tags for tracking purposes.
Processes can be initiated either manually or automatically through various triggers which enable data transfer from external systems into Tallyfy without manual data entry.
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