Edit a template

Editing templates

Click the Edit icon (pencil) on any template card to open the Edit view. From there, you can modify steps, descriptions, settings - everything about your template.

Who can edit templates?

Members with the “Light” role can’t edit templates. The template creator, “Administrator” members, and “Standard” members with explicit edit permission for that template can make changes.

1. Go to the Templates library.
2. Find the template you want to change.
3. Click the Edit icon (pencil) on the template card.

This opens the Edit view where you can change steps, descriptions, and settings.

The articles below cover each type of edit in detail.

• Add a description to a template
• Add guidance text to a step
• Assign steps in the Tallyfy template builder
• Change a template's status
• Edit steps
• Rename a template
• Understanding assignment types

Related articles

Edit Templates > Add a description to a template

Add descriptions to templates and steps in Tallyfy by opening Edit mode, clicking Settings for the template summary, or clicking a step directly.

Edit Templates > Rename a template

Rename a Tallyfy template through the Settings panel or by clicking the pencil icon next to the template name in Edit view - changes only apply to new processes.

Templates > Configure your template

Configure template settings in Tallyfy - permissions, duplication, folders, tags, one-off tasks, and export options for Administrators and authorized Standard members.

Edit Templates > Change a template's status

Change a template’s status in Tallyfy between Started, In progress, Finishing, and Published - from the Templates list or the Template Editor settings.

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