Auto-name a process in Tallyfy

Why should I auto-name processes?

Manually naming each Tallyfy 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 feature lets you rename the project with values input in the fields - essentially creating dynamic project names that automatically pull from the data entered in your kick-off forms. 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.

Can I rename processes using field values?

Yes, Tallyfy’s auto-naming feature allows you to rename the project with values input in the fields automatically. Instead of manually typing process names each time, you can set up a naming pattern that pulls data directly from your required kick-off form fields.

This dynamic project naming from field inputs means:

• Process names are automatically generated using the actual data people enter
• You get consistent naming across all process instances
• Names are meaningful and descriptive without manual effort
• Project renaming with form field values happens instantly upon launch

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 that will rename the project with values input in the fields.

1. Open the template in Edit mode.
2. Click the Settings (or Config) button in the top toolbar.
3. Go to the Summary tab.
4. Find the Auto-name Process? option and switch it to Yes.
5. A box will appear where you can define the naming pattern.
6. 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.
7. 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. This creates dynamic project naming from field inputs without any manual intervention.

Only Required Kick-off Fields Work

Currently, you can only use variables from required kick-off form fields in the auto-name pattern. This ensures the fields always have a value to use in the name when you rename the project with values input in the fields.

Name Length Limit

The automatically generated process name cannot be longer than 550 characters. Keep this in mind when designing your naming pattern.

Related articles

Tracking And Tasks > More about processes

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.

Variables > Insert variables

Tallyfy variables automatically transfer data from earlier process steps to later steps by pulling form field values into titles and descriptions creating personalized workflows that reduce manual data re-entry and ensure consistent information flow throughout automated processes.

Pro > Launching

Process launching in Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines that operate independently with their own timeline participants and progress tracking.

Edit Processes > Rename a process

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.