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Launch a process

How to launch your first process

Section titled “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. Launch screen for Customer Onboarding with the process name field marked, plus Generate and Give me ideas buttons.
  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
  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. Six process cards in the Tallyfy Tracker, each with a progress bar, on time or overdue status, task count and a View link.
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