Pro
Set theme to dark (⇧+D)
Pro

Config your template

The config option, allows you to customize and configure the overall behavior and permissions your template has. From this menu, you can Duplicate, Archive, **Print(Download as PDF)**and Rename your template by clicking the pencil icon near your template’s name

​​ Summary

You’ll find a summary of your template, as well as the following options:

  • Add a description to your template.
  • Change the status of the template.
  • Upload an explanation video of it.
  • General information about who is assigned, the creator, last time updated, etc.
  • Set a rule to force the process to be added to a folder when launched.
  • Set a rule to force the process to be tagged before launching it.
  • Upload the original document of the process.
  • Add tags to the process.
  • Add special instructions to it.
  • Set the template to emit a noisy webhook for every task.

​​ Activity

Shows you a timeline of the changes made to the template.

​​ Permissions

The permissions section allows you to configure the permissions of your template. As well as some overall utilities.

​​ Public to the world

This option WILL make your template appear in the public library of templates, essentially making it visible and accessible to everyone in the world!

​​ For this template

These allow you to customize who has access to editing, reading, and duplicating the specified template, you can choose to allow everyone or a custom set of people.

​​ For launching processes with this template

Allows you to customize who can launch and access the process when using this template, you can choose to allow everyone or a custom set of people.

​​ Tools

Shows you your Org ID as well as the Template ID. Useful when providing information to Tallyfy’s support team, or when integrating Tallyfy with another app of yours.