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).
What are the general settings for templates?
Here’s where you’ll manage basic template actions.
How do I 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]”.
How do I archive a template?
Archiving moves the template out of your main library. Don’t worry - archived templates aren’t deleted. You can restore them later.
Here you’ll 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 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’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 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 gives you a complete history of all template changes - who made them and when. Perfect for audit trails.
How do I control template permissions?
Want to control who can use this template? Here’s how.
How do I make a template publicly visible?
You can make templates public so anyone in the world can see them in the public library. Great for sharing best practices.
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.
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.
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?
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.
Why set this to No? It’s perfect for processes that must strictly follow defined steps - think compliance or safety procedures.
What are the export options for templates?
Need to identify your template for integrations or support? This section has the IDs you’ll need.
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.
Tallyfy enables administrators and standard members to publish templates publicly on the internet allowing external stakeholders to view process structures without login credentials while maintaining security by keeping operational data and form responses private.
Tallyfy templates function as strategic reusable blueprints that standardize business processes by defining workflow steps structure and logic to ensure consistent quality execution across organizations while enabling customization for specific instances and providing comprehensive benefits including improved training efficiency reduced errors and scalable operations management.
