Launch manually

Manually launching a process

Click Launch Process on any template card, give it a descriptive name, and hit Launch. That’s the core flow. Templates are reusable definitions - processes are the live, trackable instances you create from them.

Manual launching gives you full control over timing, naming, and per-instance customization before a workflow starts running.

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 and click Launch Process on its card.

4. Give this instance a clear Name (max 550 characters). Pick something specific - “Onboard Jane Doe” beats “Employee Onboarding” when you’re tracking multiple runs.

5. You can also change assignees or deadlines for this instance on the launch screen.

6. Click the final Launch button.

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

8. Track all running processes in the Tracker view.

Viewing hidden steps in running processes

If your process uses conditional rules that hide certain steps, you can still see them. Open the running process and click the Show hidden tasks eye icon in the process toolbar.

Note: Hidden tasks won’t show descriptions or form fields until their conditional rules activate them.

Modifying processes after launching

You can change assignees and deadlines on any task after a process is running:

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

Adding ad-hoc tasks to running processes

Need an extra step that wasn’t in the original template? You can add tasks on the fly:

1. Open the running process from the Tracker view.
2. Scroll to the bottom of the task list.
3. Click the Add task button.
4. Name the new task and set its details - assignee, deadline, description, etc.
5. This task only exists in this process instance. It doesn’t change the original template.

You can add any task type this way - standard, approval, email, or expiring.

Learn more about ad-hoc tasks

See Add tasks to active processes for more details.

Related articles

Tutorials > Launch a process

This tutorial demonstrates launching workflow processes in Tallyfy by using to templates selecting the desired template clicking Launch Process completing any kick-off forms naming the instance optionally reviewing settings and finalizing the launch to create an active trackable workflow with automatic notifications.

Pro > Launching

Launch a process in Tallyfy to turn a reusable template into an active tracked instance with assignments and deadlines - using manual, API, form, email, or magic link methods.

Launching > Edit before launch

Customize process name, task assignees, deadlines, and guest details during launch while keeping the original template unchanged.

Tracking And Tasks > An overview of processes

Processes in Tallyfy are running instances of templates that transform workflow blueprints into trackable work with unique names and activity logs while template changes don’t affect already-running processes.

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