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Edit a template

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”.

Click edit

This is what we call the Edit view, we’ll be using this interface to make all of our changes.

Edit view

Edit Templates > Add a description to a template

Descriptions can be added to templates by accessing the Edit view, selecting a step, and utilizing the Description drawer, with changes only affecting future processes while maintaining formatting consistency.

Edit Templates > Edit steps

Steps in templates can be modified by adding new ones through the Add Step option, editing descriptions with rich text formatting, assigning tasks to individuals or groups, changing step types, customizing form fields, adjusting deadlines, and configuring advanced settings like process triggers and completion requirements.

Edit Templates > Change a template's status

Templates in Tallyfy can be assigned four different statuses (Started, In Progress, Finishing, and Published) which can be modified through either the Templates section or Template Editor’s Settings based on user roles and permissions.

Documenting > Templates

Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.