Edit Templates > Add a description to a template
Add descriptions to templates and steps in Tallyfy. Open Edit mode and click Settings for the…
Edit a template
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.
- Go to the Templates library.
- Find the template you want to change.
- 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
- Assignment types
- Change a template's status
- Edit steps
- Rename a template
Edit Templates > Rename a template
Rename a Tallyfy template through the Settings panel or the pencil icon in Edit view. Changes…
Templates > Configure your template
Tallyfy’s template settings let you control duplicating, archiving, summary details…
Edit Templates > Change a template's status
Tallyfy uses four template statuses (Started, In progress, Finishing, Published) to show…
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