Rename a template

How to change the name of a template

Changes made won’t affect ongoing processes

Note that any change you make to a template won’t affect any ongoing process that depends on it. This ensures the integrity and consistency of processes.

To rename a template, head over to the Config button, and then click on your template’s name, once you’re happy with the changes, click on “Save”.

Alternatively, you can rename a template from the Edit view by simply clicking the name of your template at the top of the screen and then selecting the Rename option

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The Auto-Name feature enables automatic process naming in Tallyfy by configuring settings through the Template Editor and incorporating variables from the Kick off form.

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Access the Edit view by clicking the edit button on your template to modify various aspects and make customizations.

Edit Templates > Add a description to a template

Descriptions can be added to templates by accessing the Edit view, selecting a step, and utilizing the Description drawer, with changes only affecting future processes while maintaining formatting consistency.

Edit Processes > Rename a process

Easily rename an active process in Tallyfy by clicking its current title in the Processes view and typing the new name.