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Auto-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.


  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.