A comprehensive guide explaining how to initiate workflows using templates in Tallyfy by selecting launching options setting names assigning tasks and tracking progress through the platform’s interface.
Edit before launch
When you launch a process from a template, Tallyfy lets you make changes specific to this instance of the process, without affecting the original template.
On the launch screen, you can usually adjust:
- Process name: Give this instance a unique name (e.g., “Onboard John Smith” instead of just “Employee Onboarding”).
- Task assignees: Change task assignments for this instance.
- Task deadlines: Adjust task deadlines for this instance.
- Guest details: Add or update guest email addresses if the template uses guest assignments.
- Choose the template you want to launch.
- Click the Launch button.
- The launch screen appears, showing process details.
- On this screen, make any desired changes to the process name, task assignments, deadlines, or guest information.
- Check your changes and click the final Launch button to start the customized process.
Remember, these changes only affect the process you are launching now. The original template is unchanged for future use.
A comprehensive walkthrough for initiating workflow instances from templates by selecting Launch Process naming the instance customizing settings and monitoring progress through the Tracker view.
Process launching transforms static workflow templates into active projects by assigning tasks and deadlines to specific team members while maintaining independence between running processes and offering multiple launch methods including manual API triggers and automated schedules.
Users can modify live processes by adding tasks adjusting existing task details renaming instances and managing process lifecycle without affecting the original template structure.
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