How to change the name of 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
Related articles
Edit processes > Auto-name a process in Tallyfy
Auto-naming processes created from templates in Tallyfy ensures consistency and allows customization using variables from the Kick off form.
Templates > Edit a template
The edit view in Tallyfy templates allows users to make various changes and configurations to their templates.
Edit a template > Add a description to a template
Adding a description to a template in Tallyfy is easy and won’t affect ongoing processes.
Edit processes > Rename a process
The title of an active process in Tallyfy can be easily changed by clicking on the current title and typing in a new name.