Edit tasks and process properties

How can I edit the properties of a running process?

You can change process settings even after they’re running - just open the process and click the Settings button. Perfect for when plans change mid-workflow. No need to start over.

How do I access process settings?

1. Open the running process you want to edit (you’ll find it in the Tracker view).
2. Click the Settings button (gear icon ⚙️) in the top-right corner.
3. The settings panel opens - you’ll land on the Summary tab.

What properties can I edit in a running process?

Once you’re in the settings panel (it opens on the Summary tab), here’s what you can change:

• Process Name: Click the name at the top and type a new one. Simple.
• Process Owner: Need someone else to take over? Click the edit icon next to the owner’s name.
• Process Deadline: Adjust the overall due date when timelines shift.
• Tags: Add tags to categorize and find this process later. Really helpful when you’re juggling multiple workflows.
• Process Folder: Move it to a different folder in your Tracker or Tasks view - keeps everything organized.
• Process Notes: Add notes about this specific run. Great for context that doesn’t fit anywhere else.

You’ll also see (but can’t edit) a few things:

• The original template description
• Answers from the kick-off form

What other process actions are available?

Look at the bottom of the settings panel - you’ll find an Export CSV button to download all your process data.

Where can I archive a process?

The archive option is available in the Tracker view by clicking the three-dot menu (…) on a process card. See how to archive and unarchive processes for detailed instructions.

What permissions do I need to edit processes?

Your editing options depend on your role - Administrators can edit everything, while Standard members might have some restrictions. Process owners typically get more control over their own processes.

When should I edit process properties?

Here’s when you’ll typically need to make changes:

• Someone else needs to take ownership (vacation, reassignment, etc.)
• Plans changed mid-workflow and you need to adjust details
• You want to add notes about what’s happening in this specific run
• Your process list is getting messy - time to reorganize with tags or folders
• That deadline isn’t looking so realistic anymore

What are best practices for editing processes?

A few tips to keep things running smoothly:

• Tell your team when you make big changes - especially new owners or deadlines. Nobody likes surprises.
• Keep your tags consistent. If you use “Q4-Planning” in one place, don’t use “Q4 Planning” somewhere else.
• Drop a note in the Notes section when you make major changes. Future you will thank present you.

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.

Edit Templates > Edit steps

This guide explains how to add new steps and modify existing steps in Tallyfy templates including editing descriptions changing assignments setting deadlines and configuring advanced settings to customize workflows.