To edit a template in Tallyfy, click the Edit icon (pencil) on any template card. You’ll then access the Edit view where you can modify steps, descriptions, settings - basically everything about your template.
Simple.
Here’s how to get started:
Go to the Templates library.
Find the template you want to change.
Click the Edit icon (the pencil) on the template card.
This opens the Edit view - your command center for template modifications. You can change steps, tweak descriptions, adjust settings, and much more.
Want to know what specific changes you can make? The articles below cover everything in detail.
Tallyfy provides four template status options (Started In progress Finishing and Published) that help teams track whether templates are ready for use with different permission levels allowing administrators standard members and even light members to update status through either the main Templates section or Template Editor settings.
Template settings in Tallyfy allow Members with Administrator role or Standard members with specific permissions to customize template functionality organization access rules and permissions through options for duplicating archiving printing organizing into folders adding descriptions and videos setting launch requirements and controlling who can edit view or start processes from the template.
Templates and steps can be enhanced with descriptions by accessing edit mode and using the settings panel for overall template descriptions or clicking directly on steps for individual step descriptions with changes automatically saving and only applying to new processes started after modification.
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.
