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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. Launch process button on a Tallyfy template details page
  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. Name process before launch view view view
  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). Process launch review screen with steps, deadlines, and assignees (65 chars)
  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. Tallyfy process tracker tab view view view

Launching > Launch manually

Launch a process manually in Tallyfy by clicking Launch Process on a template card, naming the instance, adjusting assignees or deadlines, and clicking Launch.

Pro > Launching

Launch a process in Tallyfy to turn a reusable template into an active tracked instance with assignments and deadlines - using manual, API, form, email, or magic link methods.

Tracking And Tasks > An overview of processes

Processes in Tallyfy are running instances of templates that transform workflow blueprints into trackable work with unique names and activity logs while template changes don’t affect already-running processes.

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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