Understanding the full lifecycle of processes in Tallyfy helps you effectively manage your workflows from start to finish. This guide walks you through each phase of the process lifecycle with practical examples and best practices.
What are the process lifecycle phases?
A typical process in Tallyfy goes through these key phases:
Creation - Building your process template
Launch - Starting a process instance from a template
Execution - Completing tasks and moving through steps
Monitoring - Tracking progress and addressing issues
Completion - Finishing the process and analyzing results
How do I create effective process templates?
A well-designed template is the foundation of successful process execution:
Organize logically: Structure your template steps in a clear, sequential order
Add detailed instructions: Include specific guidance at each step
Set proper assignments: Assign steps to the right roles or individuals
Include form fields: Capture necessary data with appropriate field types
Configure automations: Add rules to streamline workflow and reduce manual effort
How do I launch processes effectively?
When launching a process from a template:
Customize for the specific instance: Modify due dates, assignments, or other details
Provide context: Add launch notes to give participants important information
Send notifications: Ensure participants know a process has started
Verify settings: Double-check all launch settings before starting
How do I monitor active processes?
Effective process monitoring keeps workflows on track:
Use the Tracker view: Get a visual overview of all active processes
Check process health: Identify bottlenecks or delayed tasks
Review comments: Stay updated on discussions within the process
Monitor form data: Review captured information for completeness and accuracy
Handle exceptions: Address issues or unexpected situations that arise
What are process tracking best practices?
To effectively track processes:
Regular check-ins: Review process status at consistent intervals
Dashboard utilization: Use the dashboard for high-level views of all processes
Notification management: Configure notifications to stay informed of important events
Deadline tracking: Monitor approaching and missed deadlines
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.
Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines enabling organizations to move from planning to execution with complete accountability through multiple launch methods including manual triggers API calls and web forms while maintaining process independence from template changes.
Manual process launching in Tallyfy allows users to initiate new workflow instances from existing templates with complete control over timing customization and validation before execution begins through accessing the templates library selecting the desired template naming the instance and optionally modifying assignees or deadlines.
This tutorial explains how to launch a workflow process from an existing template in Tallyfy by navigating to templates finding your desired template clicking launch completing any kick-off forms naming the process instance optionally reviewing and editing settings then launching to create an active trackable workflow.
