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
Adding a description to templates requires selecting Edit view clicking on the desired step and entering text in the Description drawer which auto-saves while template changes only affect future processes.
Members with Standard or Administrator roles can modify various template elements through the Edit view interface by clicking the edit button while Light role members have restricted access to template modifications.
The activity stream maintains a comprehensive audit trail by tracking template modifications content changes field management configuration adjustments and user interactions while providing detailed logs accessible to authorized users.
Tallyfy enables template creation through three methods: building from scratch manually entering steps using AI assistance to generate structure or uploading existing documents which get automatically converted into digital workflow templates.
