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.
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.
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 > 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.
Running processes can be modified by adding tasks changing task details renaming instances and managing process runs while keeping the original template intact.
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