You can edit a process after it’s launched without touching your original template. Every change applies only to that specific run.
Here’s what you can change:
- Add one-off tasks that weren’t in the template
- Reassign tasks, adjust due dates, or update other task details
- Rename the process instance
- Archive or permanently delete the process when it’s done
Your template stays untouched. Think of it like editing a copy of a document - the master version doesn’t change while you customize the working copy.
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.
Edit Processes > Edit tasks and process properties
Tallyfy lets you modify a running process without restarting it by opening the process from Tracker view and clicking the Settings gear icon to rename it and reassign the owner and add notes or export data.
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.
Tasks > Edit tasks
Tallyfy lets you edit any task on the fly — reassign people and update descriptions with rich text and media and adjust due dates for both standalone tasks and tasks inside running processes.