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.
Template status tracking allows teams to manage workflow templates through four stages (Started In progress Finishing Published) with different permission levels for administrators standard members and light members who can update status either from the main Templates library or within the Template Editor settings.
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.
Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.
