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Launch a process

How to launch your first process

Here’s how to launch a process from a template you’ve already created. A process is a running instance of your template - think of the template as a blueprint and the process as a live, trackable copy.

  1. Go to Templates: Click Templates in the left sidebar to see your templates.
  2. Find your template: Locate the template you want to launch.
  3. Click Launch: Click 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 has a kick-off form, fill in the required starting information.
  5. Name your process: Give it a clear, unique name (e.g., “Onboarding - John Doe”). You can click Generate for automatic name suggestions. Name process before launch view view view
  6. (Optional) Review and edit: Click Review & Edit to change assignees, deadlines, or remove optional steps before launching. See Edit before launch for details. Process launch review screen with steps, deadlines, and assignees (65 chars)
  7. Launch!: Click the final Launch button to start your process.
  8. Track progress: Your process is now active and assignees get automatic notifications. Monitor progress in the Tracker view. Tallyfy process tracker tab view view view

Pro > Launching

Tallyfy lets you launch reusable templates into independent trackable processes, each with its…
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