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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 own name and deadlines and assignments — through six different methods including manual clicks and API calls and email triggers and magic links while template edits only affect future launches and never alter already-running work.

Launching > Launch manually

Tallyfy lets you manually launch a process by clicking Launch Process on any template card and naming the instance with specific details before it begins running and notifying assignees of their first tasks while also allowing you to modify deadlines and assignees or add extra ad-hoc tasks to any running process after launch.

Documents > Launch document templates

Tallyfy lets you launch document instances from any template in your Library by clicking “Launch Document” and filling in editable fields through a kick-off form that merges your data with the template’s fixed content to produce a ready-to-view and printable document you can edit anytime.
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