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Launching

Process launching in Tallyfy

Section titled “Process launching in Tallyfy”

Launching turns a template into a live, trackable process with assignments and deadlines. Each launched process runs independently - its own timeline, participants, and progress.

Templates are reusable blueprints. Processes are specific instances of those blueprints.

Templates vs. processes

Section titled “Templates vs. processes”
  • Templates - Reusable workflow designs with standardized steps (e.g., “Client Onboarding” template)
  • Processes - Running instances for specific cases (e.g., “Coca-Cola Client Onboarding” launched today)

Give each process a descriptive name so you can track multiple running instances at a glance.

Key concepts

Section titled “Key concepts”

Process independence from template changes

Section titled “Process independence from template changes”

Template edits only affect future launches. Running processes keep their original instructions - they won’t change mid-flight.

Launch methods

Section titled “Launch methods”
  • Manual launching - From the Templates interface
  • API triggers - API calls or webhooks from another system
  • Recurring schedule - A middleware tool like Zapier, or a script that calls the API, launches the process on a schedule you set
  • Cascade launching - When tasks in other processes complete (via automated actions)
  • Web form integration - Through kick-off form submissions
  • Email triggers - Send messages to designated addresses
  • Magic links - External people can start processes without logging in

How launch methods work together

Section titled “How launch methods work together”
Process Launch MethodsMaster TemplateLaunch MethodsActive ProcessManual LaunchAPI/WebhookTask TriggerWeb FormEmail TriggerMagic LinkScheduled Launch ConfigureLaunchLaunchLaunchLaunchLaunchLaunchLaunch

Customization during launch

Section titled “Customization during launch”

When launching, you can:

  • Set a process name (up to 550 characters)
  • Change task assignments (members, groups, or guests)
  • Adjust deadlines per task
  • Pre-fill kick-off form fields with relevant data
  • Assign the process to folders and add tags

You can also set up auto-naming to generate process names from kick-off form field values automatically.

Section titled “Related articles”

Launching > Triggers

Tallyfy offers seven ways to start a process, from manual clicks and form submissions to API…
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