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.
Find and open the running process you want to rename (from the Tracker view works great).
Click directly on the current process name at the top of the process view.
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 Tallyfy can be modified after launch through the Settings panel where users can change the process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process depending on their permissions and role.
A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.
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.
