Users can modify various template elements by accessing the Edit view through clicking the edit button which opens an interface for making comprehensive changes.
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
Adding descriptions to templates involves accessing the Edit view and entering text in the Description drawer which automatically saves while template changes only impact future processes.
Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.
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