Edit before launch

How can I edit a process before launching in Tallyfy?

You can customize each process instance during launch - changing names, assignees, deadlines, and more - without touching the original template.

What can you customize before launching?

Tallyfy’s launch wizard walks you through several steps. Depending on your template’s settings, you’ll see some or all of these:

• Process name: Give this instance a unique name (e.g., “Onboard John Smith” instead of just “Employee Onboarding”). Names can be up to 550 characters.
• Task assignees: Change who’s assigned to each task for this instance.
• Task deadlines: Adjust individual task deadlines.
• Guest emails: Add or update guest email addresses if the template uses guest assignments.
• Roles: Assign people or groups to roles defined in the template.
• Kick-off form fields: Fill in any required kick-off form data before the process starts.
• Tags and folders: Categorize the process if the template requires tagging or folder placement.

Auto-naming for consistent process names

You can set up auto-naming to generate process names automatically from kick-off form field values. If auto-naming is on and the template doesn’t allow name changes, the name step is skipped entirely.

How to edit before launching

1. Choose the template you want to launch.
2. Click the Launch button.
3. Tallyfy walks you through a multi-step wizard - process instructions, kick-off form, process name, roles, and metadata depending on your template setup.
4. Make any changes to assignees, deadlines, or guest information on each step.
5. Review your changes on the final step, then click the Launch button to start the process.

Tip for testing

To test a process without notifying the usual assignees, assign all tasks to yourself on the launch screen. This lets you run through every step without bothering your team.

These changes only affect the process you’re launching now. The original template stays unchanged.

Related articles

Launching > Launch manually

Tallyfy lets you manually launch a process by clicking Launch Process on any template card and naming the instance with specific details before it begins running and notifying assignees of their first tasks while also allowing you to modify deadlines and assignees or add extra ad-hoc tasks to any running process after launch.

Pro > Launching

Tallyfy lets you launch reusable templates into independent trackable processes — each with its own name and deadlines and assignments — through six different methods including manual clicks and API calls and email triggers and magic links while template edits only affect future launches and never alter already-running work.

Tutorials > Launch a process

Learn how to launch a process from a template in Tallyfy - fill kick-off forms, name the process, review settings, and start tracking with automatic notifications.

Edit Templates > Edit steps

Tallyfy lets you edit template steps by adding new ones or modifying existing step details including descriptions with rich media and assignments to specific people or groups or guests along with step types and form fields and deadlines set relative to launch or other steps and advanced settings like webhooks and mandatory flags and auto-assignment rules.

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