Skip to content

Rename a template

How to rename your template

There are two easy ways to rename a template:

Method 1: Using the Settings/Config Menu

  1. Open the template in 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.
Change name via Settings/Config

Method 2: Directly from the Edit View

  1. Open the template in 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.
Rename directly from Edit View

Templates > Edit a template

Standard and Administrator members can access Template Edit view to modify various elements like steps descriptions and settings while Light role members have limited editing capabilities.

Templates > Edit a template

Members with Standard or Administrator roles can modify various template elements through the Edit view interface by clicking the edit button while Light role members have restricted access to template modifications.

Templates > Publish a template

Users with administrator or standard permissions can make templates publicly viewable by enabling the “Public to the world” option in template settings which allows anyone to see the template structure through a shared URL without needing a Tallyfy account.

Edit Templates > Add a description to a template

Descriptions can be added to enhance templates and steps by accessing the description box through Settings for templates or directly clicking on steps for individual descriptions with automatic saving functionality.