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Edit a template

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Editing templates

Section titled “Editing templates”

Click the Edit icon (pencil) on any template card to open the Edit view. From there, you can modify steps, descriptions, settings - everything about your template.

  1. Go to the Templates library.
  2. Find the template you want to change.
  3. Click the Edit icon (pencil) on the template card.
Tallyfy template editor in edit mode view

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

Client Onboarding template open in the editor, with ten steps on the left and the first step's settings on the right.

The articles below cover each type of edit in detail.

Section titled “Related articles”
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