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Launching

How does process launching work in Tallyfy for workflow execution?

Launching a process in Tallyfy transforms static workflow templates into active, trackable processes with specific assignments and deadlines. When you launch a Tallyfy process, you create a running instance of your workflow that team members can immediately work on.

Think of 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 lets organizations move from workflow planning to actual work execution with complete accountability and real-time visibility.

Why is process launching essential for organizational workflow success?

Process launching is the critical transformation point where theoretical workflow templates become actionable Tallyfy business processes that generate real organizational value. Launching turns your documented procedures into work that actually gets done - with full tracking and accountability.

Without systematic launching, workflows stay as static documentation rather than dynamic operational tools. Effective process launching ensures appropriate task assignments reach designated team members at the right time with complete contextual information.

Process launching bridges strategic workflow planning with tactical execution, making workflow management a measurable business reality that drives operational excellence.

What key distinctions exist between templates and processes?

Understanding the fundamental distinction between templates and processes is essential for effective workflow management in Tallyfy:

  • 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 - this enables 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. Running processes continue with their original instructions - they won’t suddenly change mid-flight.

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 - perfect 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.

Alternatively, you can set up auto-naming to rename the project with values input in the fields automatically. This dynamic project naming from field inputs creates consistent process names without manual effort, pulling data directly from your required kick-off form fields to generate meaningful process titles.

What should I learn next about process launching?

Now that you understand process launching fundamentals, learn how to manually launch a process to get started with hands-on workflow execution right away. Manual launching gives you full control over the process details.

For advanced automation setups, explore the various launch triggers that can start your workflows automatically based on external events and conditions - perfect for high-volume or time-sensitive workflows.

Launching > Launch manually

Manual process launching in Tallyfy allows you to initiate workflow instances from templates with complete control over timing and customization by selecting a template naming the instance and clicking launch to create an active trackable process.

Tracking And Tasks > More about processes

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.

Tutorials > Launch a process

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.
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