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.
Adding descriptions in Tallyfy involves opening a template in Edit mode and clicking either Settings for template descriptions or directly on steps for step-specific descriptions where you can type your content and it saves automatically.
Tallyfy provides four template status options (Started In progress Finishing and Published) that can be changed by different user roles through either the main Templates section or the Template Editor settings to communicate whether a template is ready for use.
Template settings in Tallyfy allow customization of how templates function including general actions summary details organization access permissions and export options through the Settings or Config button available to Administrator members and authorized Standard members.
This content explains how to add and modify steps within Tallyfy templates including step descriptions assignments types form fields deadlines and advanced settings for workflow automation.
