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).
General settings
These are basic actions for managing the template.
Duplicate
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]”.
Archive
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.
Summary settings
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.
Activity tracking
The Activity tab shows a history of all changes made to the template, including who made the change and when.
Permission settings
This is where you control who can use this template.
Public visibility
Make the template public so anyone in the world can see it in the public library.
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.
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.
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.
Export options
This section shows the IDs needed to identify this specific template.
Tallyfy enables administrators to make templates publicly accessible on the internet by toggling visibility settings which lets anyone view process structures without requiring a login while maintaining privacy of sensitive operational data.
Duplicating a template creates an exact copy with all steps tasks form fields and automations while maintaining the original structure but generates new IDs and requires manual setup of tags and webhooks in the new version.
Standard and Administrator members can modify template elements like steps descriptions and settings through the Edit view while Light role members have limited access to template editing functions.
A comprehensive walkthrough for managing template steps including adding new steps editing descriptions assigning members setting deadlines configuring form fields and adjusting advanced settings for workflow automation.
