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.
- Select the Launch option from your template.
- A window will appear where you can easily edit the process name and assignees if needed.
Related articles
Getting Started > Launch a process
This tutorial provides a step-by-step guide on how to launch a process in Tallyfy after creating a template.
Launching > Launch manually
A step-by-step guide on how to manually launch a process in Tallyfy, including naming, assigning tasks, setting deadlines, and tracking progress.
Pro > Launching
Launching a process involves creating a unique instance of a template for a specific scenario, allowing multiple iterations to be run from the same template.
Launching > Launch another process when a task is completed
This content describes how to automatically launch a new process in Tallyfy when a specific task is completed in an existing process.