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 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 template library.
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 allows users to initiate new workflow instances from existing templates with complete control over timing customization and validation before execution begins through accessing the templates library selecting the desired template naming the instance and optionally modifying assignees or deadlines.

Pro > Launching

Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines enabling organizations to move from planning to execution with complete accountability through multiple launch methods including manual triggers API calls and web forms while maintaining process independence from template changes.

Tracking And Tasks > More about processes

A process in Tallyfy is a single execution instance of a template blueprint that represents actual work being done with its own unique identity activity log and ability to be tracked and modified independently from the original template.

Documents > Launch and use document templates

Learn how to launch a Document Template in Tallyfy, fill in its editable fields via the kick-off form, and view or edit the resulting document instance.