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
A workflow automation feature that enables launching subsequent processes or injecting tasks when specific steps are completed, with automatic tagging to maintain traceable connections between parent and child processes.
Developers can utilize Tallyfy’s open API to programmatically launch processes by sending specific request payloads and following the documented integration guidelines.
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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