Edit processes

Edit running processes

You can edit a process after it’s launched without touching your original template. Every change applies only to that specific run.

Here’s what you can change:

• Add one-off tasks that weren’t in the template
• Reassign tasks, adjust due dates, or update other task details
• Rename the process instance
• Archive or permanently delete the process when it’s done

Your template stays untouched. Think of it like editing a copy of a document - the master version doesn’t change while you customize the working copy.

• Add process notes
• Add tasks to active processes
• Auto-name a process
• Delete a process
• Edit tasks and process properties
• Rename a process

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