Launch manually

How to manually launch a process

Launching a process means starting a new instance of a workflow based on a template. Here’s how to do it manually in Tallyfy:

Why manual launching is important

Manual launching gives you control and flexibility when starting processes. While automated triggers are powerful, manual launching allows you to verify information, make adjustments before starting, and launch exactly when needed. This is especially valuable for processes requiring human judgment about timing or for workflows that need customization for each specific instance. Learning manual launching is also the foundation for understanding Tallyfy’s more advanced launching methods.

1. Start the launch from either:

   • The Home screen: Click the Launch Process button.
   • The top navigation bar: Click + Create > Process.

2. Both options open the Templates library.

3. Find the template you want to use and click Launch Process on its card.

4. Give this instance of the process a clear Name. This helps you distinguish it from other runs of the same template (e.g., “Onboard Jane Doe” instead of just “Employee Onboarding”).

5. On this launch screen, you can also change assignees or deadlines just for this instance, if needed.

6. Click the final Launch button.

7. Tallyfy starts the process, notifies assignees about their first tasks, and opens the process view.

8. You can track all running processes in the Tracker view.

Seeing hidden steps in a running process

If your template uses rules to hide steps at the start:

1. Go to the Tracker view.
2. Click Add filter.
3. Turn on the Show hidden tasks option.

Note: Even if you show hidden tasks, you usually can’t see descriptions or form fields until rules activate them.

Changing things in a process after it has launched

You can still adjust deadlines or reassign tasks after a process has started:

1. Open the running process.
2. Click the specific task you want to change.
3. Use the options in the task panel to change the assignee or deadline.

Adding extra tasks to a running process (ad-hoc tasks)

Sometimes extra steps are needed that weren’t in the original template. You can add extra tasks (ad-hoc tasks) to a running process:

1. Open the running process in the Tracker view.
2. Scroll to the bottom of the task list for that process.
3. Click the Add task button.
4. Name the new task and set its details (assignee, deadline, description, etc.).
5. The task is added only to this specific instance of the process; it doesn’t affect the original template.

You can add any type of task (regular, approval, email, expiring) this way.

Learn more about ad-hoc tasks

See Add tasks to active processes for more details.

Recommended next

After learning how to manually launch processes, you might want to explore how to edit a process before launching for more customization options. If you need to automate process launching based on certain events, check out how to launch another process when a task is completed.

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