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”.

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

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

Related articles

Edit Templates > Add a description to a template

Adding descriptions to templates involves accessing the Edit view and entering text in the Description drawer which automatically saves while template changes only impact future processes.

Edit Templates > Change a template's status

The template status feature enables tracking progress through four stages from Started to Published while allowing different user roles to modify the status either through the Templates library or Template Editor settings.

Edit Templates > Edit steps

Templates can be modified by adding new steps using the Add Step option while existing steps can be customized through description editing form field adjustments task type changes timing configurations and advanced settings like process launching and assignee requirements.

Documenting > Templates

Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.