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.

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