Edit before launch

How can I edit a process before launching in Tallyfy?

Section titled “How can I edit a process before launching in Tallyfy?”

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

What can you customize before launching?

Section titled “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.
• Job titles: Pick a member or group for each job title the template uses. One pick fills every step that has that job title.
• Guest emails: Add or update guest email addresses if the template uses guest assignments.
• 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.

You can still change who’s on any task, and its deadline, after you launch.

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

Section titled “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, job titles, and tags or folders, depending on your template setup. Click Continue to move to the next stage.
4. On the job titles stage, pick a member or group for each job title, and enter guest emails if the template asks for them.
5. On the last stage, click Launch to start the process.

Tip for testing

To test a process without notifying the usual assignees, pick yourself for every job title on the launch screen. This lets you run through those steps without bothering your team. Steps assigned to specific people in the template still go to those people.

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

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Section titled “Related articles”

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