Manual process launching in Tallyfy allows you to initiate workflow instances from templates with complete control over timing and customization by selecting a template naming the instance and clicking launch to create an active trackable process.
Edit before launch
When launching Tallyfy processes from templates, the platform enables instance-specific customizations without modifying the original template structure.
This pre-launch customization capability ensures each Tallyfy process instance can be tailored to specific requirements while preserving template integrity for future use.
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.
- 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.
Process launching in Tallyfy transforms reusable templates into active trackable workflow instances with specific assignments deadlines and progress monitoring through various methods including manual API webhook email form and cascade triggers while maintaining template independence and allowing customization during launch.
This tutorial demonstrates launching workflow processes in Tallyfy by selecting templates from the sidebar completing optional kick-off forms naming the process instance and clicking launch to create active trackable workflows with automatic notifications and progress monitoring.
Tracking And Tasks > An overview of processes
A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks