Edit Processes > Rename a process
Quickly rename an active process in Tallyfy by clicking the current title and typing a new name in the editable text field.
To maintain consistency in your processes created from a template in Tallyfy, you can use the Auto-Name feature. Here’s how:
In the “Summary” tab, locate the “Auto-name Process?” button.
Enable the feature by setting it to “Yes.” This allows you to customize the process name and even utilize variables in the Kick off form.
Edit Processes > Rename a process
Edit Processes > Edit tasks and process properties
Launching > Edit before launch