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Edit processes

Editing running processes

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.

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 this articles:

Tasks > Edit tasks

Tasks can be customized by modifying assignees adding media elements adjusting descriptions and implementing various other edits to both standalone tasks and those within active processes.

Edit Processes > Edit tasks and process properties

Running processes can be modified through the settings panel to adjust properties like name ownership deadline tags folder location and notes while maintaining visibility of template details and kick-off form responses.

Launching > Edit before launch

Users can modify process names assign tasks adjust deadlines and update guest details when launching a workflow instance without altering the original template settings.

Edit Processes > Rename a process

A running process can be renamed by clicking its current name at the top of the process view and typing a new name followed by pressing Enter.
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