Rename a template

How can I rename a Tallyfy template?

Changes only affect future processes

Changing a template’s name in Tallyfy 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.

Tallyfy provides two convenient methods for renaming templates to maintain accurate workflow identification:

Method 1: Using the Settings/Config Menu

1. Open the template in Tallyfy’s 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 Tallyfy’s 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

Running process names can be changed after launch by clicking directly on the process name at the top of the process view and typing a new name then pressing Enter to save.

Edit Templates > Add a description to a template

Templates and steps can be enhanced with descriptions by accessing edit mode and using the settings panel for overall template descriptions or clicking directly on steps for individual step descriptions with changes automatically saving and only applying to new processes started after modification.

Templates > Edit a template

Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.

Templates > Configure your template

Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.