Launch another process when a task is completed

You can configure any task in a Tallyfy template to automatically launch a new process from a different template when that task is completed. This is useful for multi-phase workflows, customer journeys, and team hand-offs.

When to use this

• Multi-phase projects - finishing Phase 1 automatically starts Phase 2.
• Customer journeys - completing “Sales” launches “Onboarding”.
• Branching workflows - an “Initial Review” task launches either “Approved Project” or “Further Review”.
• Team hand-offs - a Sales task triggers a process for Operations.

How to set it up

1. Open the template containing the trigger task and edit it.
2. Click the specific trigger step.
3. Go to the Advanced tab in the step settings panel.
4. Switch ON Launch another process when this task is complete.
5. A dropdown appears. Select the target template to launch.
6. Save your changes.

Inject tasks instead of launching a new process

Instead of launching a separate process, you can inject the target template’s tasks directly into the current running process. All injected steps appear after the trigger task, keeping everything in one place.

1. Follow steps 1-4 above.
2. Switch ON Inject tasks into existing process? (appears after enabling the launch toggle).
3. Select the target template.
4. Save your changes.

What “inject tasks” does

Injecting adds all steps from the target template into the current process instance, right after the trigger task. Everything stays in the same process - just with added steps. You can’t inject from the same template twice.

Which templates can be launched or injected?

The dropdown only shows templates that:

• Are active (not archived or deleted).
• Have no required kick-off form fields - since there’s no user present to fill them in during automatic launch.
• Are of type Procedure (with steps) or Form (with kick-off fields only) - not Document type.

Can’t find your template?

If a template isn’t listed, check that it’s active, has no required kick-off fields, and isn’t a Document-type template.

Naming the launched process

You can control the name of the automatically launched process:

1. Default name - format is “Mon dd, h:mma - Template Name” (e.g. “Feb 26, 3:45pm - Client Onboarding”).
2. Custom name - use text plus variables from the trigger process. Available variables include DATE, TEMPLATE_NAME, and text-type kick-off form fields.

Limitations

• Naming variables - only DATE, TEMPLATE_NAME, and text-type kick-off form fields from the trigger process are available for custom naming.
• Passing data - there’s no built-in way to pass data from the trigger process to the launched process (other than via the name). For complex data transfer, use the Tallyfy API or webhooks with middleware.
• Referencing data - you can’t reference data between original and injected tasks when using injection.
• Duplicate prevention - if a process was already launched from a specific task, it won’t launch again. Tallyfy adds a comment explaining this.

Tracking the connection

Tallyfy automatically links trigger and launched processes:

1. The trigger task and launched process are tracked in a relationship table - so you can trace which task launched which process.
2. The Tallyfy Bot adds a comment to the trigger task with a link to the newly launched process.

Related articles

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.

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.

Tasks > Advanced tab

Advanced task options in templates provide powerful control over workflow behavior including automatic process launching when tasks complete requiring all assignees to finish before progression automatic launcher assignment mandatory task settings completion restrictions webhook emissions guest comment limitations unique step identification and task tagging for enhanced filtering and organization.

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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