Edit tasks and process properties

How can I edit the properties of a running process?

Even after a Tallyfy process has started, you can often change some of its overall settings and information. This flexibility enables adaptation to changing requirements without restarting workflows.

How do I access process settings?

1. Open the running process you want to edit (usually from the Tracker view).
2. Click the Settings button (gear icon ⚙️) in the top-right corner of the process view.
3. This opens the process settings panel, usually starting on the Summary tab.

What properties can I edit in a running process?

From the process settings panel (mainly the Summary tab), you can usually change:

• Process Name: Click the name at the top to rename this specific process run.
• Process Owner: Change who is responsible for the overall process. Click the edit icon next to the owner’s name.
• Process Deadline: Change the overall due date for the entire process.
• Tags: Add or remove tags to help categorize this running process.
• Process Folder: Move this process into a different folder (in your Tracker/Tasks view).
• Process Notes: Add general notes about this specific run of the process.

You can also usually view (but not edit) other information here, like:

• The original template description.
• Answers given in the kick-off form.

What other process actions are available?

At the bottom of the process settings panel, you can also usually find buttons to:

• Archive Process: Hide the process from active views (must be done before deleting).
• Export CSV: Download all process data.
• Delete Process: Permanently delete the process (only appears if the process is already archived).

What permissions do I need to edit processes?

Your ability to edit these properties might depend on your role (Administrator or Standard member) and whether you are the process owner. Different roles have varying levels of access to process modification features.

When should I edit process properties?

• When someone else needs to take over ownership of the process.
• If the goal or details of this specific run have changed slightly.
• To add important notes specific to this run.
• To better organize running processes using tags or folders.
• If the overall timeline needs adjustment.

What are best practices for editing processes?

• Let people involved know if you make significant changes (like changing the owner or deadline).
• Use tags consistently across your organization.
• Use the Notes section to explain major changes or context specific to this run.

Related articles

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.

Processes > Edit processes

Running processes can be modified after launch by adding tasks changing assignees or due dates renaming the process instance and archiving completed runs while preserving the original template structure.

Edit Processes > Add process notes

Process notes in Tallyfy serve as a centralized hub for critical information files and links that remain visible across all tasks in a process run ensuring consistent access to essential context and resources for all participants throughout the workflow.

Tracker View > Check process activity

Tallyfy processes maintain detailed activity logs that record all actions including task completions deadline changes comments and archiving which can be viewed by administrators and authorized members through the Settings panel’s Activity tab.