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Delete a process

How can I permanently delete an archived process?

In Tallyfy, you cannot directly delete an active or completed process. You must first archive the process before deletion becomes available.

Once a process is archived, you can then permanently delete it. Warning: Deletion is permanent and cannot be undone. This two-step approach prevents accidental data loss and ensures deliberate process removal.

  1. Go to the Tracker view using the left sidebar.
  2. Click Add filter and choose the filter for Status is Archived (or similar wording to show only archived processes). Filtering Tracker to show only Archived processes
  3. Find the archived process you want to permanently delete in the list.
  4. Click the Delete button (often a trash can icon 🗑️) for that process.
  5. Confirm that you want to permanently delete the process.

If you need help archiving a process first, see the comprehensive guide on How to archive and unarchive processes.

Processes > Archive process

A DELETE endpoint archives process instances by hiding them from default views while retaining data for future restoration through authenticated API requests requiring organization and run IDs.

Tracker View > Organize processes

Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility.

Organize Processes > Organize processes into folders

Tallyfy allows users to organize active processes into folders within the Tracker view for better workflow management by grouping processes by client project or status through a separate folder system from templates.
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