Click the Edit icon on any template card in Tallyfy to open the Edit view. From there, you can…
Change a template's status
A template’s status tells your team whether it’s still being built or ready to use. Tallyfy has 4 status options:
- Started - Just beginning to create the template (that’s the default for new templates).
- In progress - Currently being worked on.
- Finishing - Almost done, possibly under final review.
- Published - Complete and ready to launch processes from.
Method 1: From the Templates list
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Go to Templates in Tallyfy’s left sidebar.
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Find the template you want to update.
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Click the current status shown next to the template name (e.g. “Published”).
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Pick a new status from the dropdown.
Method 2: From the Template Editor (Admins and Standard members with edit rights)
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Open the template in Edit mode by clicking the pencil icon.
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Click the Settings button (cog icon) in the top toolbar.
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Go to the Summary tab.
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Use the Status dropdown to select your new status. The change saves automatically.
Members > Change a member's role
Administrators can change any member’s role between Administrator, Standard, and Light by going…
Members > Manage member permissions
Administrators can control what Standard members do in Tallyfy. Set five permissions (edit…
Templates > Configure your template
Tallyfy’s template settings let you control duplicating, archiving, summary details…
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