Edit before launch

Before you launch your process, take some time to make changes as you see fit. This could include changing default assignees, adding guests and changing deadlines too.

1. Select the Launch option from your template.
2. A window will appear where you can easily edit the process name and assignees if needed.

Related articles

Edit Processes > Rename a process

Easily rename an active process in Tallyfy by clicking its current title in the Processes view and typing the new name.

Processes > Edit processes

Users can flexibly modify running processes by adding tasks, editing task properties, changing names, and managing process lifecycle through archiving or deletion options.

Tutorials > Launch a process

Process launching involves naming, configuring kick-off forms, assigning tasks, setting deadlines, and tracking progress through the Tracker view after selecting the Launch button from the Templates section.

Launching > Launch manually

Launching a process in Tallyfy involves naming it, selecting assignees, setting deadlines, and monitoring progress through the Tracker view while managing hidden steps and making necessary adjustments to task assignments and timelines.