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

Quickly rename an active process in Tallyfy by clicking the current title and typing a new name in the editable text field.

Processes > Edit processes

Active processes can be modified extensively by adding tasks editing properties renaming or managing their lifecycle through archival or deletion.

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 selecting a template from the home screen naming it assigning tasks with deadlines and monitoring progress through the tracker view while managing hidden steps and making necessary adjustments.