In order to launch our first process, you need to create a template. Once we have that. we can proceed to launch our first process.
First, go to the “Templates” section via the left navigation. You will see a “Launch” button right there next to the template. You can also click on the “pencil” icon to get to the template editor.
Select the Launch button.
You’ll be prompted to fill any Kick-off form fields you have configured. This includes any information required to initiate the process, such as a client’s name and email. Learn more about kick off form fields
Now, it’s time to name your process. If you’re unsure, you can click the Generate button to automatically generate a name for your process. Alternatively, select Give me more ideas to see some recommended naming conventions for processes.
Finally, you have the option to edit any step before launching your process. This includes assigning tasks, setting deadlines, or removing any unnecessary steps. If you need to edit multiple steps simultaneously, consider using Power Tools - which allows you to make changes in bulk. For more information, click here
That’s it! You have launched your first process. Each assignee will receive an email notification about the tasks they need to complete. You can track the progress of the process in the Tracker view. To learn more about the Tracker view, click here
A workflow automation feature that enables launching subsequent processes or injecting tasks when specific steps are completed, with automatic tagging to maintain traceable connections between parent and child processes.
A template serves as a reusable blueprint that can spawn multiple unique processes, with changes to the template only affecting future process launches rather than existing ones.
Launching a process in Tallyfy involves naming it, selecting assignees, setting deadlines, and monitoring progress through the Tracker view while managing hidden steps and making necessary adjustments to task assignments and timelines.
Creating a template in Tallyfy involves clicking the Create button, selecting Create template, choosing between manual creation or Tallyfy AI assistance, and customizing the generated steps in the template editor.
