Click Settings (or Config) when editing a template in Tallyfy to control how it works, who can use it, and how it’s organized.
General settings
Duplicate a template
Creates an exact copy of your template. The copy won’t affect the original. Give it a new name, or it’ll default to “COPY OF - [original template name]”.
Archive a template
Archiving soft-deletes the template from your library. It’s not permanently removed - you can restore it later.
Tallyfy lets administrators control Standard member permissions at both the template and running process level across five areas — edit and read and launch and view and duplicate — so you can precisely manage who sees and changes your workflows.
Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.
Organizing your Tallyfy template library through smart folder structures and naming conventions and tags and proper step grouping ensures teams can instantly find and run the right process while maintaining clean version control and regular audit cycles to keep everything accurate and up to date.
