Launching a process in Tallyfy means turning a saved template into a live trackable instance by clicking Launch Process and naming it before optionally editing assignees and deadlines and then tracking progress automatically through the Tracker view.
Launching
Launching turns a template into a live, trackable process with assignments and deadlines. Each launched process runs independently - its own timeline, participants, and progress.
Templates are reusable blueprints. Processes are specific instances of those blueprints. Think of it like printing a document - the file stays the same, but each printout lives on its own.
- Templates - Reusable workflow designs with standardized steps (e.g., “Client Onboarding” template)
- Processes - Running instances for specific cases (e.g., “Coca-Cola Client Onboarding” launched today)
Give each process a descriptive name so you can track multiple running instances at a glance.
Template edits only affect future launches. Running processes keep their original instructions - they won’t change mid-flight. This protects active work while letting you improve templates continuously.
- Manual launching - From the Templates interface
- Automatic triggers - API calls, webhooks, or scheduled automation
- Cascade launching - When tasks in other processes complete (via automated actions)
- Web form integration - Through kick-off form submissions
- Email triggers - Send messages to designated addresses
- Magic links - External people can start processes without logging in
All six methods converge to create an active process from a template.
Diagram description: Six launch methods all create the same result - an independently running process with its own timeline and assignments.
What to notice:
- All six methods produce the same outcome - an active process instance
- You can customize settings before each launch regardless of the method
- The template stays unchanged while each process runs on its own
When launching, you can:
- Set a process name (up to 550 characters)
- Change task assignments (members, groups, or guests)
- Adjust deadlines per task
- Pre-fill kick-off form fields with relevant data
- Assign the process to folders and add tags
You can also set up auto-naming to generate process names from kick-off form field values automatically.
- Edit before launch
- Launch another process when a task is completed
- Launch from a form
- Launch manually
- Launch on a schedule
- Triggers
- Troubleshooting permissions
Tracking And Tasks > An overview of processes
In Tallyfy a process is a live running instance of a template that you launch and track daily where each process captures a snapshot of its template at launch time and can be uniquely named or auto-named while allowing extra tasks to be added on the fly and then archived or restored after completion.
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.
Tallyfy offers seven ways to start a process — manually clicking launch or submitting a form or automatically through API calls and emails and magic links and recurring schedules and task completion chains — with some triggers able to pre-fill kick-off form data to cut manual entry and reduce errors.
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