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.
Templates in Tallyfy can be assigned four different statuses (Started, In Progress, Finishing, and Published) which can be modified through either the Templates section or Template Editor’s Settings based on user roles and permissions.
Users can modify template steps by adding descriptions assigning members setting deadlines and configuring advanced settings through a simple editing interface that allows full customization of each task’s details and requirements.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
