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Delete a process

Permanently delete an archived process

You can’t delete active or completed processes in Tallyfy directly. You must archive them first - only then does the delete option appear.

Once deleted, the process and all its data are gone forever. There’s no undo. Tallyfy enforces this two-step flow to prevent accidental data loss.

  1. Open the Tracker view from the left sidebar.
  2. Click Add filter and set Status to Archived. Filter and view archived processes view view
  3. Find the archived process you want to delete.
  4. Click the Delete button next to that process.
  5. Confirm permanent deletion in the dialog that appears.

Need to archive a process first? See How to archive and unarchive processes.

Organize Processes > Archive and unarchive processes in Tracker view

Tallyfy lets you archive processes to remove them from your active Tracker view without permanent deletion and unarchive them later through a status filter while light users lack archive permissions though auto-archive settings can handle completed processes automatically.

Processes > Delete process

Tallyfy’s API lets admins permanently and irreversibly delete an already-archived process run along with all its associated tasks and data by sending a DELETE request to the /runs/[run_id]/delete endpoint with code samples provided in six languages.

Processes > Archive process

Tallyfy’s API lets you soft-delete (archive) a running process via a DELETE request so it disappears from default views while preserving all tasks and data intact and can be fully restored later using the activate endpoint.

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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