Rename a template

Renaming a Tallyfy template

Rename any template in Tallyfy using either the Settings panel or the pencil icon in the Edit view. Both methods open a rename dialog where you type the new name and save.

Changes only affect future processes

Renaming a template doesn’t affect processes already running. The new name only applies to processes started after the rename.

Method 1: Via the Settings panel

1. Open the template in Edit mode.
2. Click Settings in the top toolbar.
3. Click the template name at the top of the settings panel.
4. Type the new name in the rename dialog and click Save.

Method 2: Via the Edit view header

1. Open the template in Edit mode.
2. Click the pencil icon next to the template name at the top of the editor.
3. Type the new name in the rename dialog and click Save.

Template names can be up to 250 characters long.

Related articles

Edit Processes > Rename a process

Rename any running process by clicking its name at the top of the process view, typing a new name in the rename dialog, and clicking Save.

Templates > Edit a template

Click the Edit icon on any template card in Tallyfy to modify steps, descriptions, settings, and permissions in the Edit view.

Edit Processes > Edit tasks and process properties

Edit running process properties in Tallyfy - change the process name, owner, and notes directly from the Settings panel without restarting the workflow.

Templates > Configure your template

Tallyfy’s template settings let you control general options like duplicating and archiving along with summary details and permissions and export IDs so you can organize and restrict who can view or launch processes from any template.

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