Rename a template

How to rename your template

Changes only affect future processes

Changing a template’s name does not affect any processes that are already running from the old version of the template. The name change only applies to new processes started after you rename it.

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.

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.

Related articles

Edit Processes > Rename a process

Clicking directly on the process name in the process view allows users to edit and save a new name for any running process by typing and pressing Enter.

Templates > Configure your template

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Edit Processes > Edit tasks and process properties

Running processes can be modified through the Settings panel to adjust properties like name owner deadline tags folder location and notes while maintaining core process functionality.

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