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.
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.
Templates can be renamed either through the Config button or directly from the Edit view by clicking the template name, with changes only affecting future processes.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
