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Launch manually

How to launch a process manually

To launch a process in Tallyfy:

  1. From your Home screen, click on Launch Process. Alternatively, you can select + Create and then Process. Both options will take you to your Templates view where you can find the template you want to launch:
Launch Process
  1. Select Launch Process:
Select Launch Process
  1. Give your process a Name. You can also change assignees and deadlines after you name your process.
Name Process

  1. Once the process is launched, you will be taken to the active process view. Each assignee will receive notifications regarding their tasks and deadlines!

  2. Keep track of your progress in the Tracker view:

Tracker View
  1. If the template you launched has hidden steps, you can choose to view “Hidden steps” in the “Show hidden tasks” option:
Add filter Hidden Tasks
  1. To make changes to deadlines and assignees, select the desired task and change it from there. Please note that for hidden tasks, you will not be able to view their description and form fields.
Change Assignees and Deadlines

Tutorials > Launch a process

Process launching involves naming, configuring kick-off forms, assigning tasks, setting deadlines, and tracking progress through the Tracker view after selecting the Launch button from the Templates section.

Zapier > Action to 'Launch Process'

The guide outlines the step-by-step process of integrating Google Forms with Tallyfy through Zapier to automatically launch and customize processes with form responses, including assignee selection, deadline settings, and data mapping configurations.

Launching > Launch a process from a web form

Tallyfy enables users to efficiently launch processes and automatically populate fields through a web form integration by sharing a unique URL with customizable query parameters for field values.
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