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Rename a process

Change the name of a running process

Click directly on the process name at the top of any running process and type a new name - that’s it. You can rename processes anytime after they’re launched to keep things organized.

  1. Find and open the running process you want to rename (from the Tracker view works great).
  2. Click directly on the current process name at the top of the process view.
  3. The name becomes editable. Type your new name.
  4. Press Enter to save.

Here’s exactly where to click:

Process name editing interface with rename icon and text field

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.

Edit Processes > Edit tasks and process properties

You can modify various properties of running processes in Tallyfy including the process name owner deadline tags folder location and notes by accessing the Settings button from the Tracker view which opens a panel where these changes can be made without restarting the workflow.

Tracking And Tasks > An overview of processes

Processes in Tallyfy are running instances of templates that transform workflow blueprints into trackable work with unique names and activity logs while template changes don’t affect already-running processes.

Launching > Launch manually

Launch a process manually in Tallyfy by clicking Launch Process on a template card, naming the instance, adjusting assignees or deadlines, and clicking Launch.
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