Launch a process

Tutorial: Launching your first process

This tutorial shows you how to launch a process (start a workflow instance) from a template you have already created.

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 the template includes a kick-off form, complete the required starting information.
5. Name your process: Give this specific instance of the process a clear, unique name (e.g., “Onboarding - John Doe”). You can use the Generate button for 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 instance. (See Edit Before Launch).
7. Launch!: Click the final Launch button to start the process.
8. Track progress: The process is now active, and assignees will be notified. Monitor its progress in the Tracker view.

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

A comprehensive guide explaining how to initiate workflows using templates in Tallyfy by selecting launching options setting names assigning tasks and tracking progress through the platform’s interface.

Pro > Launching

Process launching transforms static workflow templates into active projects by assigning tasks and deadlines to specific team members while maintaining independence between running processes and offering multiple launch methods including manual API triggers and automated schedules.

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.

Tracking And Tasks > More about processes

A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.