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.
Launch manually
To launch a process in Tallyfy:
- 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:
- Select Launch Process:
- Give your process a Name. You can also change assignees and deadlines after you name your process.
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Once the process is launched, you will be taken to the active process view. Each assignee will receive notifications regarding their tasks and deadlines!
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Keep track of your progress in the Tracker view:
- If the template you launched has hidden steps, you can choose to view “Hidden steps” in the “Show hidden tasks” option:
- 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.
Launching > Launch another process when a task is completed
The system enables automatic process launching upon task completion by selecting a template configuring process names and establishing parent-child relationships through unique ID tags for tracking purposes.
Developers can initiate processes through Tallyfy’s API by following specific payload request instructions detailed in a dedicated documentation article.
Launching > Launch a process from a web form
Streamline workflow efficiency by automatically populating Tallyfy process fields through a web form integration that uses query parameters to fill required information from user submissions.
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