Edit before launch

How can I edit a process before launching in Tallyfy?

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.

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.

Auto-naming for consistent process names

Instead of manually naming each process, you can set up auto-naming to rename the project with values input in the fields automatically. This creates dynamic project names that pull data directly from your required kick-off form fields, ensuring consistent naming without manual effort.

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.

Tip for testing

If you want to test a process without sending notifications to the usual assignees, use this screen to temporarily assign all tasks to yourself. This lets you run through the process steps without bothering your team.

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

Related articles

Launching > Launch manually

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.

Pro > Launching

Tallyfy’s process launching feature transforms reusable workflow templates into active trackable instances with specific assignments and deadlines that operate independently through multiple launch methods including manual API webhooks forms email triggers and magic links while allowing customization during launch and protecting running processes from template changes.

Tutorials > Launch a process

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.

Edit Templates > Edit steps

Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.