Launch a process

How to launch your first workflow process in Tallyfy

This tutorial shows you how to launch a process from a template you have already created.

A Tallyfy process is a specific workflow instance that runs from your template blueprint.

1. Go to Templates: Click Templates in the left sidebar menu to see your templates.
2. Find your template: Locate the specific template you want to use.
3. Click Launch: Select the Launch Process button on the template card.
4. Fill kick-off form (if applicable): If your template includes a kick-off form, complete the required starting information for this workflow instance.
5. Name your process: Give this specific workflow instance a clear, unique name (e.g., “Onboarding - John Doe”). You can use the Generate button for automatic name suggestions.
6. (Optional) Review and edit: Before the final launch, click Review & Edit to modify assignees, deadlines, or remove optional steps specifically for this workflow instance. (See Edit Before Launch).
7. Launch!: Click the final Launch button to start your workflow process.
8. Track progress: Your workflow process is now active, and assignees will receive automatic notifications. Monitor progress in the Tracker view on Tallyfy.

Need to add tasks later?

If you need to add a step that wasn’t part of the original template, you can add ad-hoc tasks to any running process.

Related articles

Launching > Launch manually

Manual process launching in Tallyfy transforms reusable templates into active workflow instances by clicking Launch Process on template cards and providing unique names to ensure complete step tracking and customization control throughout workflow execution.

Pro > Launching

Tallyfy’s process launching feature transforms reusable workflow templates into active trackable instances with specific assignments and deadlines that operate independently through multiple launch methods including manual API webhooks forms email triggers and magic links while allowing customization during launch and protecting running processes from template changes.

Tracking And Tasks > An overview of processes

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.

Documents > Launch document templates

Creating document instances from templates in Tallyfy involves clicking Launch Document on template cards filling out a kick-off form with required information and then viewing or editing the generated document that merges template content with entered data.

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