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:
Running processes in Tallyfy can be modified after launch through the Settings panel where users can change the process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process depending on their permissions and role.
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.
Tallyfy allows users to customize process instances before launching by modifying names task assignments deadlines and guest details on the launch screen while preserving the original template for future use.
