What can you edit in a template
You can edit many aspects of your template.
To begin your changes and edits - head over to your template and click on the “edit button”.
This is what we call the Edit view, we’ll be using this interface to make all of our changes.
- Rename a template
- Add a description to a template
- Change a template's status
- Edit steps
- Add guidance text to a step
Related articles
Edit a template > Add a description to a template
Adding a description to a template in Tallyfy is easy and won’t affect ongoing processes.
Edit a template > Edit steps
This article explains how to add and edit steps in a template, including modifying descriptions, assigning tasks, changing step types, adding form fields, setting deadlines, and configuring advanced settings.
Edit a template > Change a template's status
The content explains how to indicate and change the status of a template in Tallyfy, which can be set to Started, In progress, Finishing, or Published.
Essentials > Templates
Tallyfy’s templates streamline processes and provide sample templates, editing capabilities, public sharing options, and import/export functionality to help users automate their workflows efficiently.