Edit processes

Editing processes

When a process is launched and running - you can edit many aspects of it:

• You can add one-off or ad-hoc tasks
• You can edit most properties of any task, like assignees and deadlines
• You can rename the process
• You can archive or delete the process

 

Learn more about editing processes with this articles:

• Add tasks to active processes
• Auto-name a process in Tallyfy
• Delete a process
• Edit tasks and process properties
• Rename a process

Related articles

Tasks > Edit tasks

Tallyfy enables flexible task management with features for uploading multimedia content and modifying task assignments even after implementation.

Edit Processes > Edit tasks and process properties

Tallyfy offers comprehensive process editing capabilities allowing users to modify various aspects like owners, tags, notes, and other details through the Settings button in the active process view.

Edit Processes > Rename a process

Easily rename an active process in Tallyfy by clicking its current title in the Processes view and typing the new name.

Launching > Edit before launch

Process launching allows for customization of names, assignees, and deadlines through an editable window before initiating the workflow.