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.
Running process names can be changed after launch 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 can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.
Templates and steps can be enhanced with descriptions by accessing edit mode and using the settings panel for overall template descriptions or clicking directly on steps for individual step descriptions with changes automatically saving and only applying to new processes started after modification.
Template settings in Tallyfy allow Members with Administrator role or Standard members with specific permissions to customize template functionality organization access rules and permissions through options for duplicating archiving printing organizing into folders adding descriptions and videos setting launch requirements and controlling who can edit view or start processes from the template.