Edit a template

Options for editing templates

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

Who can edit templates?

Members with the “Light” role cannot edit templates. Only “Standard” members (if an Admin gives them permission for a specific template) or “Administrator” members can edit templates.

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.

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

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

• Add a description to a template
• Rename a template
• Change a template's status
• Edit steps
• Add guidance text to a step
• Understanding assignment types

Related articles

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.

Edit Templates > Edit steps

A comprehensive walkthrough for managing template steps including adding new steps editing descriptions assigning members setting deadlines configuring form fields and adjusting advanced settings for workflow automation.

Edit Templates > Change a template's status

Template statuses can be modified from either the Templates Library or Template Editor settings to indicate progress stages including Started In progress Finishing and Published with varying access levels based on user roles.

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.