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Edit a template

What are my options for editing templates?

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

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.
Click edit icon to open Edit view

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

Template Edit view

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

Edit Templates > Change a template's status

Template status tracking allows teams to manage workflow templates through four stages (Started In progress Finishing Published) with different permission levels for administrators standard members and light members who can update status either from the main Templates library or within the Template Editor settings.

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.

Members > Manage member permissions

Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels.

Templates > Configure your template

Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.