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Launch manually

Manually launching a process

Section titled “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. Tallyfy home dashboard with Launch button highlighted

  3. Find the template you want and click Launch Process on its card. Tallyfy templates list showing Launch button for each template

  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. Launch screen for Customer Onboarding with the process name field marked, plus Generate and Give me ideas buttons.

  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. Six process cards in the Tallyfy Tracker, each with a progress bar, on time or overdue status, task count and a View link.

Viewing hidden steps in running processes

Section titled “Viewing hidden steps in running processes”

If your process uses automations 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.

Process list toolbar with the Add Filter button marked, plus View, Sort and Presets dropdowns. Show hidden tasks button in Tallyfy task list interface

Note: Hidden tasks won’t show descriptions or form fields until an automation reveals them.

Modifying processes after launching

Section titled “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.
Tallyfy task list showing deadline dates and assignee avatars

Adding ad-hoc tasks to running processes

Section titled “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. Type the task name in the box that says Type in the task, then click Add Task.
  4. Click the new task to set its assignee, deadline and description.
  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.

A text box reading Type in the task beside an orange ADD TASK button.
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