Click the Settings button (sometimes shown as Config) when editing a template in Tallyfy. You’ll find options to customize how your template works, who can use it, and how it’s organized.
The main areas you can configure are general actions (like copying or archiving), summary details (like descriptions and videos), organization (folders and tags), and access rules (permissions).
General settings
Duplicate a template
The duplicate button creates an exact copy of your template. Change the copy without affecting the original. Give it a new name, or it’ll default to “COPY OF - [original template name]”.
Archive a template
Archiving moves the template out of your main library. Archived templates aren’t deleted. You can restore them later.
Add details and set options that help others understand and use your template.
Description: Add notes explaining what the template is for.
Status: Set a status like “Published” or “In Progress” to show if the template is ready to use. This status shows up in the main Templates section.
Internal explanation video URL: Add a link (URL) to a video explaining the template. If you add a URL, a video icon appears next to the template in the Templates section for others to click.
General information: Shows who created the template, when it was last updated, etc.
Force launcher to folderize process?: Turn this ON to make users choose or create a folder before they can start a process from this template. This helps keep running processes organized. You can also pick a default folder.
Force launcher to tag process?: Turn this ON to make users add at least one tag (new or existing) to a process before they can start it. This helps categorize running processes so they’re easier to find later.
Original document: Upload the original file (like a Word doc or PDF) that this template was based on, for reference.
Template tags: Add tags to this template itself to help organize your templates.
Special instructions: Add notes that people will see right before they launch a process from this template. Use this for important reminders or instructions.
Webhook settings: Set up automatic notifications to other apps when tasks in this template are completed.
Track template activity
The Activity tab shows all template changes - who made them and when.
Control template permissions
Make a template publicly visible
You can make templates public so anyone can see them in the public library.
Set template permissions
Control who can edit, view, or duplicate this specific template. You can allow everyone in your organization or choose specific people or groups.
Key permission types:
EDIT: Allows users to modify the template
READ: Allows users to view the template details
LAUNCH: Allows users to start new processes from the template
To completely hide a template from specific Standard or Light users, ensure all three permissions are restricted for those users.
Control process launch permissions
Control who can start new processes using this template. You can also control who can see the running processes created from this template. You can allow everyone or choose specific people or groups.
Configure one-off task settings
You’ll need to decide if people can add extra, unplanned tasks to running processes. Look for the setting “Can people add one-off tasks to this process?”
Yes (Default): Anyone involved can add extra tasks to processes launched from this template.
No: Only Administrators can add extra tasks. Standard and Light members cannot.
Set this to No for processes that must strictly follow defined steps - compliance or safety procedures.
Export options
This section has the IDs for integrations or support.
Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels.
Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.
Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.
Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.
