How does process launching work in Tallyfy for workflow execution?
Process launching in Tallyfy® transforms static workflow templates into active, trackable processes with specific assignments and deadlines.
Consider templates as reusable blueprints and launched processes as specific project instances executing those blueprint instructions. Each launched process operates independently with its own timeline, participants, and progress tracking.
This transformation enables organizations to move from workflow planning to actual work execution with complete accountability.
Why is process launching essential for organizational workflow success?
Process launching represents the critical transformation point where theoretical workflow templates become actionable business processes generating real organizational value.
Without systematic launching, workflows remain static documentation rather than dynamic operational tools. Effective process launching ensures appropriate task assignments reach designated team members at optimal timing with complete contextual information.
Process launching bridges strategic workflow planning with tactical execution, making Workflow Made Easy® a measurable business reality that drives operational excellence.
What key distinctions exist between templates and processes?
Understanding the fundamental distinction between templates and processes remains essential for effective workflow management:
Templates serve as reusable master workflow designs containing standardized step sequences (e.g., the standard “Client Onboarding” procedure template)
Processes represent individual, specific workflow instances executing template instructions for particular cases (e.g., the “Coca-Cola Client Onboarding” process launched today)
Each process requires a unique identifying name enabling precise tracking, progress monitoring, and performance analysis across multiple concurrent workflow executions.
This distinction ensures scalable workflow management while maintaining individual process accountability.
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.
What essential concepts should I understand about process launching?
How do launched processes maintain independence from template changes?
Template modifications exclusively affect future processes launched after implementing changes, ensuring workflow consistency and predictability.
Currently executing processes continue operating based on their original template version, maintaining work continuity and preventing mid-process disruptions. This independence model protects active workflows from unintended template changes while enabling continuous template improvement.
What methods are available for launching Tallyfy processes?
Tallyfy® provides multiple process launching methods accommodating diverse organizational workflows and automation requirements:
Manual launching directly from the template library interface for immediate workflow initiation
Automatic triggers including API calls, webhooks, or scheduled automation via middleware for hands-off operation
Cascade launching when tasks in other processes complete for workflow chaining
Web form integration through form submissions for external data-driven initiation
Email triggers by sending messages to designated email addresses for convenient mobile launching
Magic links enabling external stakeholder process initiation without login requirements
These diverse launching methods ensure workflows can be initiated through the most appropriate channel for each business scenario.
How can I customize processes during launch for specific requirements?
When you launch a process (especially manually), you can customize details for that specific instance:
Set a unique process name for clear identification and tracking.
Change who tasks are assigned to based on current availability and expertise.
Adjust deadlines to accommodate specific project timelines and constraints.
Add guest participants for external collaboration and stakeholder involvement.
Fill in the kick-off form with relevant data and context for the specific workflow instance.
This customization capability ensures each process instance can be tailored to specific business needs while maintaining the underlying workflow structure.
Now that you understand process launching fundamentals, learn how to manually launch a process to get started with hands-on workflow execution right away.
For advanced automation setups, explore the various launch triggers that can start your workflows automatically based on external events and conditions.
A process in Tallyfy is a single execution instance of a template blueprint that represents actual work being done with its own unique identity activity log and ability to be tracked and modified independently from the original template.
Manual process launching in Tallyfy allows users to initiate new workflow instances from existing templates with complete control over timing customization and validation before execution begins through accessing the templates library selecting the desired template naming the instance and optionally modifying assignees or deadlines.
This tutorial explains how to launch a workflow process from an existing template in Tallyfy by navigating to templates finding your desired template clicking launch completing any kick-off forms naming the process instance optionally reviewing and editing settings then launching to create an active trackable workflow.
Tallyfy process launch triggers offer multiple methods including manual buttons API calls email addresses magic links scheduled automation task completion events and kick-off forms to initiate workflows automatically or manually while enabling data pre-population and integration with external systems.
