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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.

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

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.

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

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

You can modify various properties of running processes in Tallyfy including the process name owner deadline tags folder location and notes by accessing the Settings button from the Tracker view which opens a panel where these changes can be made without restarting the workflow.
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