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Edit a template

What are my options for editing templates?

You can change your templates in many ways after you create them.

To start making changes, first open the template in Edit view:

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

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

Template Edit view

The following articles in this section explain the different things you can edit.

Edit Templates > Change a template's status

Template status indicates whether a template is being developed or ready for use with four options (Started In progress Finishing Published) and can be changed by different user roles either from the Templates library list or within the Template Editor settings.

Members > Manage member permissions

Administrators can control five key permission areas for Standard members including template editing viewing process management access control and member invitation capabilities within Tallyfy.

Members > Standard and Admin members

Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels.

Templates > Configure your template

Template settings can be configured through the Settings button to customize general actions summary details organization and access permissions for who can use edit and launch processes from the template.