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Edit before launch

How can I edit a process before launching in Tallyfy?

When launching processes from templates, Tallyfy® enables instance-specific customizations without modifying the original template structure.

This pre-launch customization capability ensures each process instance can be tailored to specific requirements while preserving template integrity for future use across different scenarios and team members.

What elements can I customize before launching processes?

The launch screen provides comprehensive customization options enabling process personalization for specific execution requirements:

  • 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.

How to edit before launching

  1. Choose the template you want to launch.
  2. Click the Launch button.
  3. The launch screen appears, showing process details.
  4. On this screen, make any desired changes to the process name, task assignments, deadlines, or guest information.
  5. Check your changes and click the final Launch button to start the customized process.
Example of the process launch confirmation screen where edits can be made

Remember, these changes only affect the process you are launching now. The original template is unchanged for future use.

Launching > Launch manually

Manual process launching in Tallyfy allows users to initiate new workflow instances from existing templates with complete control over timing customization and validation before execution begins through accessing the templates library selecting the desired template naming the instance and optionally modifying assignees or deadlines.

Pro > Launching

Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines enabling organizations to move from planning to execution with complete accountability through multiple launch methods including manual triggers API calls and web forms while maintaining process independence from template changes.

Tutorials > Launch a process

This tutorial explains how to launch a workflow process from an existing template in Tallyfy by navigating to templates finding your desired template clicking launch completing any kick-off forms naming the process instance optionally reviewing and editing settings then launching to create an active trackable workflow.

Processes > Edit processes

Running processes can be modified after launch by adding tasks changing assignees or due dates renaming the process instance and archiving completed runs while preserving the original template structure.