Skip to content

Auto-name a process in Tallyfy

How to automatically name a process

To maintain consistency in your processes created from a template in Tallyfy, you can use the Auto-Name feature. Here’s how:

  1. Go to the Template Editor and click on “Config” in the top right corner.
image

  1. In the “Summary” tab, locate the “Auto-name Process?” button.

  2. 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 Templates > Rename a template

Templates can be renamed either through the Config button or directly from the Edit view by clicking the template name, with changes only affecting future processes.

Edit Processes > Edit tasks and process properties

Tallyfy offers comprehensive process editing capabilities allowing users to modify various aspects like owners, tags, notes, and other details through the Settings button in the active process view.

Processes > Edit processes

Users can flexibly modify running processes by adding tasks, editing task properties, changing names, and managing process lifecycle through archiving or deletion options.
Get in touch
About Tallyfy