Launch manually

Manually launching a process

Click Launch Process on any template card, give it a descriptive name, and hit Launch. That’s the core flow. Templates are reusable definitions - processes are the live, trackable instances you create from them.

Manual launching gives you full control over timing, naming, and per-instance customization before a workflow starts running.

1. Start the launch from either:

   • The Home screen - click the Launch Process button.
   • The top navigation bar - click + Create > Process.

2. Both options open the Templates library.

3. Find the template you want and click Launch Process on its card.

4. Give this instance a clear Name (max 550 characters). Pick something specific - “Onboard Jane Doe” beats “Employee Onboarding” when you’re tracking multiple runs.

5. You can also change assignees or deadlines for this instance on the launch screen.

6. Click the final Launch button.

7. Tallyfy starts the process, notifies assignees about their first tasks, and opens the process view.

8. Track all running processes in the Tracker view.

Viewing hidden steps in running processes

If your process uses conditional rules that hide certain steps, you can still see them. Open the running process and click the Show hidden tasks eye icon in the process toolbar.

Note: Hidden tasks won’t show descriptions or form fields until their conditional rules activate them.

Modifying processes after launching

You can change assignees and deadlines on any task after a process is running:

1. Open the running process.
2. Click the specific task you want to change.
3. Use the options in the task panel to update the assignee or deadline.

Adding ad-hoc tasks to running processes

Need an extra step that wasn’t in the original template? You can add tasks on the fly:

1. Open the running process from the Tracker view.
2. Scroll to the bottom of the task list.
3. Click the Add task button.
4. Name the new task and set its details - assignee, deadline, description, etc.
5. This task only exists in this process instance. It doesn’t change the original template.

You can add any task type this way - standard, approval, email, or expiring.

Learn more about ad-hoc tasks

See Add tasks to active processes for more details.

Related articles

Tutorials > Launch a process

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 > Edit before launch

Tallyfy lets you customize every detail of a process instance—name assignees deadlines guest emails roles and kick-off form data—during launch through a guided wizard without altering the original template.

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.

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.

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