Launching

Understanding process launching

Launching a process in Tallyfy means starting an active workflow based on a saved template. Think of the template as a blueprint and the process as the specific project started from that blueprint.

Why process launching matters

Process launching is the critical step that transforms your static template into actionable work. Without a proper launch system, workflows remain theoretical or exist only as documentation. Effective launching ensures the right people receive their assignments at the right time, with the correct data and deadlines. It’s the bridge between planning and execution that makes your workflow management truly operational rather than just documented.

Template vs. process: What’s the difference?

It’s important to know the difference:

• A Template is the reusable master design for your workflow (e.g., the standard “Client Onboarding” steps).
• A Process is a single, specific instance of that workflow being run for a specific case (e.g., the “Coca-Cola Client Onboarding” process that started today). Each process needs a unique name so you can track it.

Template vs. blueprint

In the Tallyfy app, we use the term Template. In the technical API documentation, the same concept is called a Blueprint.

You launch a process every time you need to run the workflow from a template, whether it’s for a large company process or a simple team checklist.

Key things to know about launching

Launched processes are independent

When you change a template, those changes only affect future processes launched after the change. Any processes already running will continue based on the version of the template they were launched from. This keeps current work consistent.

Adding tasks to running processes

You can always add extra one-off tasks to a process after it has launched. You aren’t limited to the steps defined in the original template.

Ways to launch a process

Tallyfy offers several ways to start a process:

• Manually launching from the template library.
• Automatically using triggers like the API, webhooks, or a schedule via middleware.
• Automatically when a task in another process is completed.
• From a web form submission.
• By sending an email.
• Using special magic links.

Customizing at launch

When you launch a process (especially manually), you can often customize details for that specific instance:

• Set a unique process name.
• Change who tasks are assigned to.
• Adjust deadlines.
• Add guest participants.
• Fill in the kick-off form.

• Edit before launch
• Launch manually
• Launch a process from a web form
• Automatically schedule a process
• Launch another process when a task is completed
• Triggers

Recommended next

Now that you understand process launching concepts, learn how to manually launch a process to get started immediately. For more advanced needs, explore the various launch triggers that can automate your workflow initiation.

Related articles

Tracking And Tasks > More about processes

A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.

Launching > Launch manually

A comprehensive guide explaining how to initiate workflows using templates in Tallyfy by selecting launching options setting names assigning tasks and tracking progress through the platform’s interface.

Tutorials > Launch a process

A comprehensive walkthrough for initiating workflow instances from templates by selecting Launch Process naming the instance customizing settings and monitoring progress through the Tracker view.

Launching > Triggers

Tallyfy offers multiple process launch methods including manual buttons API integration email triggers magic links schedules task completion triggers and kick-off forms with options to automatically populate data during launch.