Auto-name a process in Tallyfy

How to set up automatic process naming

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.

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

3. 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.

Required fields only

At present, auto-naming only includes the required kick-off form fields in your template. The reason that only required fields are usable for auto-naming is that they must exist for naming purposes, and since they are required, Tallyfy can be assured that they will contain something and not be empty.

Character limit

The auto-naming feature has a maximum limit of 550 characters. When setting up auto-naming in your template, ensure that your naming pattern (including field variables) doesn’t exceed this limit.

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Edit Processes > Rename a process

Users can rename an active process by opening it in Processes view clicking the current title typing a new name and pressing Enter to save the change.

Launching > Edit before launch

Users can adjust process names task assignments deadlines and guest participants before launching while keeping the original template unchanged for future use.

Edit Processes > Edit tasks and process properties

Tallyfy’s process properties editing system enables users to modify active workflows by adjusting names deadlines owners tags folders and other settings through the Summary tab while maintaining process integrity.

Launching > Launch manually

Launching a process in Tallyfy involves selecting a template naming the process modifying assignees and deadlines tracking progress through the Tracker view and managing hidden tasks or modifications as needed.