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Rename a template

How can I rename a Tallyfy template?

You can rename a template in Tallyfy two ways - either through the Settings menu or by clicking directly on the template name. Both methods take less than 10 seconds.

Here’s how to rename your templates:

Method 1: Using the Settings/Config Menu

  1. Open the template in Tallyfy’s Edit mode.
  2. Click the Settings (or Config) button in the top toolbar.
  3. Click on the current template name shown at the top of the settings panel.
  4. Type the new name.
  5. Click Save.

Done.

Template name field with edit icon showing 'Customer Onboarding' text

Method 2: Directly from the Edit View

This one’s even faster:

  1. Open the template in Tallyfy’s Edit mode.
  2. Click directly on the template’s name displayed at the very top of the editor screen.
  3. Choose the Rename option.
  4. Type the new name and save.
Template rename dialog in edit view feature

Edit Processes > Rename a process

Running process names can be changed by clicking directly on the process name at the top of the process view and typing a new name then pressing Enter to save.

Templates > Edit a template

Tallyfy allows template editing through the Edit icon on template cards where Standard or Administrator members can modify steps descriptions settings and other template elements in the Edit view.

Templates > Configure your template

Template settings in Tallyfy allow customization of how templates function including general actions summary details organization access permissions and export options through the Settings or Config button available to Administrator members and authorized Standard members.

Edit Templates > Add a description to a template

Adding descriptions in Tallyfy involves opening a template in Edit mode and clicking either Settings for template descriptions or directly on steps for step-specific descriptions where you can type your content and it saves automatically.
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