Go to the Library and click on Run process after you have built the process.
Remember, this is now starting an instance of the Process.
Name the Run.
If you are on-boarding a new client we recommend to put their name as the name of the run – John Doe – 07/01/2016.
If you leave this space blank, Tallyfy will automatically name it as today’s date.
At this stage, before you have started the run, you can change owners, deadlines, and assign guest users! When you have finished this. Click on Start Run.
If you assigned some steps to others, your team members would receive an email to join this Run.
You are now doing a Run.
Everyone involved can see exactly what they need to do, how and by when. And are able to efficiently complete their steps using the green icons on top of the step.
After you finish the run, track your runs.
Go to the Tracker – In the tracker, you can easily see the progress of multiple runs and react to delays and problems quickly!
Green progress bar means the run in going smoothly.
Orange progress bar means the run is delayed.
Red progress bar means the run has a problem reported.
Do not hesitate to contact us for help or any questions.