Edit tasks and process properties

How to edit the properties of a running process

Even after a process has started, you can often change some of its overall settings and information.

How to 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 you edit?

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.

Other Process Actions (Archive/Export/Delete)

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).

Permissions Needed

Your ability to edit these properties might depend on your role (Administrator or Standard member) and whether you are the process owner.

When might you 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.

Tips for editing processes

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

Related articles

Processes > Edit processes

Running processes can be modified by adding tasks changing task details renaming instances and managing process runs while keeping the original template intact.

Edit Processes > Rename a process

A running process can be renamed by clicking its current name at the top of the process view and typing a new name followed by pressing Enter.

Tasks > Edit tasks

Tasks can be customized by modifying assignees adding media elements adjusting descriptions and implementing various other edits to both standalone tasks and those within active processes.

Edit Processes > Add tasks to active processes

Tasks can be added to active processes in Tallyfy either by creating them directly within the process view or by linking existing one-off tasks to specific positions in the workflow.