Tasks can be extensively customized with features like changing assignees adding media using rich text for descriptions and modifying both standalone tasks and those within active processes.
Edit 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:
- Add process notes
- Add tasks to active processes
- Auto-name a process in Tallyfy
- Delete a process
- Edit tasks and process properties
- Rename a process
Edit Processes > Edit tasks and process properties
Running processes can be modified through the Settings panel to adjust properties like name owner deadline tags folder location and notes while maintaining core process functionality.
Edit Processes > Rename a process
Clicking directly on the process name in the process view allows users to edit and save a new name for any running process by typing and pressing Enter.
Tracking And Tasks > More about processes
A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.
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