Yes, you can edit a process after it’s launched - just make changes to that specific run without touching your original template. Need to add an unexpected task? Change who’s assigned? Update a deadline? Done.
Here’s what you can edit in a running process:
Add extra one-off tasks that weren’t in the template (perfect for those “oh, we need to do this too” moments)
Change task details - reassign them, adjust due dates, whatever you need
Rename the process instance to something more specific
Archive or delete the process when you’re finished with it
Your original template stays exactly as it was. Think of it like editing a copy of a document - the master version remains untouched while you customize the working copy for this particular situation.
The articles below show you exactly how to make these changes.
Learn more about editing processes with these articles:
A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.
You can modify various properties of running processes in Tallyfy including the process name owner deadline tags folder location and notes by accessing the Settings button from the Tracker view which opens a panel where these changes can be made without restarting the workflow.
Running process names can be changed by clicking directly on the process name at the top of the process view and typing a new name then pressing Enter to save.
Tallyfy allows you to add new tasks to running processes even after they’ve launched providing flexibility to adapt workflows on-the-fly either by adding tasks directly within the process view or by linking existing one-off tasks without affecting the original template.
