Even after a process has been launched from a template, you can still make changes to that specific run. This allows you to adapt to changing circumstances without altering the original template. This flexibility ensures workflow adaptability while preserving template integrity.
Things you can typically edit in a running process include:
Adding extra one-off tasks that weren’t in the template.
Changing details of existing tasks, like who is assigned or when it’s due.
Renaming the process instance.
Archiving or deleting the process run once it’s no longer needed.
Explore the articles below to learn how to make these kinds of changes to your running processes.
Learn more about editing processes with these articles:
Running processes in workflow management systems can be edited through their settings panel where users can modify properties like process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process.
Task editing allows users to modify assignees add media use rich text descriptions and adapt work requirements to ensure tasks stay relevant and actionable as situations change throughout their lifecycle.
Running process names can be changed after launch by clicking directly on the process name at the top of the process view and typing a new name then pressing Enter to save.
A process in Tallyfy is a single execution instance of a template blueprint that represents actual work being done with its own unique identity activity log and ability to be tracked and modified independently from the original template.
