Manually naming each process can lead to inconsistencies. Different people might use different naming styles, making it hard to find and track specific processes later. For example, one person might name a client onboarding process “Coca Cola onboarding”, while another names a similar one “Pepsi project”.
Auto-naming solves this by creating a consistent naming pattern for every process launched from a specific template. This ensures all processes follow the same structure, making them easily identifiable and comparable. Using the example above, auto-naming could ensure both processes are named consistently, like “Onboarding - Coca Cola - Memphis” and “Onboarding - Pepsi - New York”. This precise naming helps you quickly understand what each process is about and keeps your process tracking organized.
Here’s a comparison showing how auto-naming improves clarity of process names:
Bad Naming (Inconsistent/Manual)
Good Naming (Consistent/Auto-Named)
Onboarding Client
Onboarding - Coca Cola - Memphis
Acme Corp
Onboarding - Pepsi - New York
New Hire
New Hire - Jane Smith - Marketing
John Doe Start
New Hire - Bob Johnson - Engineering
Ticket #123
Support - TKT-456 - Beta Inc - Login
Urgent Fix
Support - TKT-457 - Gamma LLC - Billing
How do I set up automatic process naming?
To ensure consistent and informative names for the processes launched from a specific template, you can set up an automatic naming pattern.
Open the template in Edit mode.
Click the Settings (or Config) button in the top toolbar.
Go to the Summary tab.
Find the Auto-name Process? option and switch it to Yes.
A box will appear where you can define the naming pattern.
You can type standard text (like “Onboarding for:”) and insert variables using the button. These variables will pull data from your required kick-off form fields.
Save your settings.
Now, when someone launches a process from this template, Tallyfy will automatically generate the process name based on your pattern and the data entered into the required kick-off fields.
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 you to configure a task in one process template to automatically launch another process or inject tasks from a different template when that specific task is completed enabling seamless workflow automation across multi-phase projects customer journeys and team handoffs.
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.
This tutorial explains how to launch a workflow process from an existing template in Tallyfy by navigating to templates finding your desired template clicking launch completing any kick-off forms naming the process instance optionally reviewing and editing settings then launching to create an active trackable workflow.
