You can easily rename a specific process run after it has been launched. This feature enables better organization and identification of process instances.
Find and open the running process you want to rename (e.g., from the Tracker view).
Click directly on the current process name shown at the top of the process view.
The name will become an editable text box. Type the new name you want.
Press the Enter key on your keyboard to save the new name.
This image shows the exact location where to click:
Tallyfy templates can be renamed through two methods: accessing the Settings/Config menu in Edit mode to click on the current name and type a new one, or by clicking directly on the template name at the top of the Edit view and selecting the Rename option.
Running processes in workflow management systems can be edited through their settings panel where users can modify properties like process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process.
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.
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.
