What are processes?
A process is the iteration of a template, for example, you may have a template that establishes the steps to be followed to onboard a new employee. If you were to onboard a new employee tomorrow, you would need to “Launch the process” to follow the steps required to onboard THIS particular employee. This means that you can have as many processes from a single template as you need.
To learn more about how to launch a process, go to this article.
- Edit processes
- Launch a process from a web form
- Make a process visible to outsiders or guests
- Export process to CSV
- Commenting processes
Related articles
Pro > Launching
Launching a process involves creating a unique instance of a template for a specific scenario, allowing multiple iterations to be run from the same template.
Launching > Launch another process when a task is completed
Automatically launching a new process when a task is completed in Tallyfy, with options to inject tasks into the existing process or create a separate linked child process.
Getting Started > Launch a process
A step-by-step guide on how to launch your first process in Tallyfy after creating a template.
Launching > Triggers
Triggers automate process launching and gather critical pre-launch information.