Rename a process

Change the name of a running process

Click the process name at the top of any running process to rename it. You can do this anytime after launch.

1. Open the running process you want to rename - the Tracker view works great for finding it.
2. Click the process name at the top of the process view. A rename dialog opens.
3. Type your new name (up to 300 characters).
4. Click Save.

Here’s where to click:

Related articles

Edit Processes > Edit tasks and process properties

Edit running process properties in Tallyfy - change the process name, owner, and notes directly from the Settings panel without restarting the workflow.

Edit Templates > Rename a template

Rename a Tallyfy template through the Settings panel or by clicking the pencil icon next to the template name in Edit view - changes only apply to new processes.

Tracking And Tasks > An overview of processes

Processes in Tallyfy are running instances of templates - trackable work with unique names and activity logs where template changes don’t affect running processes.

Launching > Launch manually

Tallyfy lets you manually launch a process by clicking Launch Process on any template card and naming the instance with specific details before it begins running and notifying assignees of their first tasks while also allowing you to modify deadlines and assignees or add extra ad-hoc tasks to any running process after launch.

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