When editing a template, clicking the Settings button (sometimes shown as Config) opens 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).
What are the general settings for templates?
These are basic actions for managing the template.
How do I duplicate a template?
Makes an exact copy of this template. You can then change the copy without affecting the original. Give the copy a new name, or it will be called “COPY OF - [original template name]”.
How do I archive a template?
Moves the template out of your main library into an archive. Archived templates aren’t deleted and can be brought back (restored) later.
Lets you move the template into a specific folder to keep your library organized. Read more at Organize Templates into Folders.
What are the summary settings for templates?
This section lets you add details and set options for the 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 template library.
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 library 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 are 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 template library.
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.
How can I track template activity?
The Activity tab shows a history of all changes made to the template, including who made the change and when.
How do I control template permissions?
This is where you control who can use this template.
How do I make a template publicly visible?
Make the template public so anyone in the world can see it in the public library.
How do I 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.
How do I 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.
How do I configure one-off task settings?
Decide if people using this template can add extra, unplanned tasks to a running process. 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.
Setting this to No is useful for processes where you need to strictly follow the defined steps, like for compliance or safety rules.
What are the export options for templates?
This section shows the IDs needed to identify this specific template.
Tallyfy allows administrators and standard members to publish templates publicly by enabling the “Public to the world” setting which makes template structures viewable by anyone on the internet without requiring authentication while keeping sensitive operational data private.
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.
Template duplication creates an exact copy of existing templates with all steps tasks form fields automations and assignments preserved while generating new unique IDs and requiring manual recreation of tags webhooks and external integrations.
You can add descriptions to templates or individual steps by opening the template in Edit mode and accessing the description field through the Settings button for overall templates or by clicking directly on specific steps for step-level descriptions.
