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Delete a process

How to permanently delete an archived process

In Tallyfy, you cannot directly delete an active or completed process. You must first archive it.

Once a process is archived, you can then permanently delete it. Warning: Deletion is permanent and cannot be undone.

  1. Go to the Tracker view using the left sidebar.
  2. Click Add filter and choose the filter for Status is Archived (or similar wording to show only archived processes). Filtering Tracker to show only Archived processes
  3. Find the archived process you want to permanently delete in the list.
  4. Click the Delete button (often a trash can icon 🗑️) for that process.
  5. Confirm that you want to permanently delete the process.

If you need help archiving a process first, see the guide on How to archive and unarchive processes.

Tracker View > Organize processes

The platform enables efficient process organization through folders favorites filtering and archiving while providing comprehensive tracking capabilities in both board and table views.

Processes > Archive process

A DELETE endpoint archives process instances by hiding them from default views while retaining data for future restoration through authenticated API requests requiring organization and run IDs.

Organize Processes > Organize processes into folders

The system enables users to organize active processes into dedicated folders within the Tracker view while maintaining separate folder structures for templates and active workflows for enhanced process management and tracking.
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