Rename a process

How to change the name of a running process

You can easily rename a specific process run after it has been launched.

1. Find and open the running process you want to rename (e.g., from the Tracker view).
2. Click directly on the current process name shown at the top of the process view.
3. The name will become an editable text box. Type the new name you want.
4. Press the Enter key on your keyboard to save the new name.

This image shows where to click:

Related articles

Edit Templates > Rename a template

Template names can be changed either through the Settings menu or directly from the Edit view without affecting existing processes running under the old name.

Edit Processes > Edit tasks and process properties

Running processes can be modified through the Settings panel to adjust properties like name owner deadline tags folder location and notes while maintaining core process functionality.

Tracking And Tasks > More about processes

A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.

Processes > Edit processes

Users can modify live processes by adding tasks adjusting existing task details renaming instances and managing process lifecycle without affecting the original template structure.