Access the Edit view by clicking the edit button on your template to modify various aspects and make customizations.
Rename a template
To rename a template, head over to the Config button, and then click on your template’s name, once you’re happy with the changes, click on “Save”.

Alternatively, you can rename a template from the Edit view by simply clicking the name of your template at the top of the screen and then selecting the Rename option

Edit Templates > Add a description to a template
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.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks