Manual process launching in Tallyfy involves selecting a template from the Home screen or navigation bar naming the instance customizing settings and tracking progress through the Tracker view while allowing post-launch modifications and ad-hoc task additions.
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.
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.
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.
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.
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.
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.
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
- Automatically schedule a process
- Launch a process from a web form
- Launch another process when a task is completed
- Triggers
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.
Tallyfy offers multiple process launch methods including manual buttons API integration email triggers magic links scheduled launches task completion triggers and kick-off forms with options to automatically populate data during initiation.
Learn how to initiate a workflow by launching a process from an existing template including naming customization optional edits and progress tracking in the Tracker view.
Launching > Launch another process when a task is completed
Tallyfy enables automatic process initiation when specific tasks are completed by linking templates and providing options to either launch new processes or inject tasks into existing workflows.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks