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Rename a template

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”.

Change name

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

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Templates > Edit a template

Access the Edit view by clicking the edit button on your template to modify various aspects and make customizations.

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.

Documenting > Templates

Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.

Templates > Create a template

Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.