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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’ll 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’t exceed 250 characters.

Template rename dialog in edit view feature