Tallyfy templates function as reusable blueprints that enable standardized business processes through step-by-step workflows and document formats while ensuring consistent execution across organizations.
Track activity
The Activity stream provides a detailed audit trail of all changes and interactions with templates, enabling accountability and change tracking.
- Administrator access or explicit template access permissions
- A template with activity history
- Audit trail - Maintain records of who changed what and when
- Accountability - Identify which users made specific modifications
- Change management - Track the evolution of templates over time
- Troubleshooting - Identify when problematic changes were introduced
- Compliance - Provide evidence of process governance and oversight
The activity log captures comprehensive information about template modifications:
- Template title and description updates
- Step title and description modifications
- Addition or removal of steps
- Changes to task instructions and guidance
- Creation of new form fields
- Modification of field properties
- Deletion of fields
- Template tag additions and removals
- Permission setting changes
- Webhook creation, modification, and deletion
- Automation rule updates
- Template archiving and unarchiving
- Template duplication events
- Template publishing actions
- Template import/export activities
- User view access events
- Navigate to the Templates section
- Locate and select the template you want to examine
- Click View in the template toolbar
- Select the Activity tab from the menu
The activity log displays entries in reverse chronological order (newest first):
- Each entry shows the date and time of the action
- The user name of the person who performed the action
- The specific action type that occurred
- Detailed information about what changed
- Activity logs are maintained for the life of the template
- Archived templates retain their activity history
- If a template is duplicated, the new copy starts with a fresh activity log
- Activity logs cannot be edited or deleted
Access to template activity logs is restricted to:
- Administrator members
- Standard members with explicit permissions to view the template
- The template creator
Edit Templates > Change a template's status
The template status feature enables tracking progress through four stages from Started to Published while allowing different user roles to modify the status either through the Templates library or Template Editor settings.
A comprehensive template library system offers pre-built industry workflows that can be accessed imported and customized across multiple business categories while following organizational best practices to streamline process implementation.
Templates > Publish a template
Users with administrator permissions can make their workflow templates publicly accessible through a URL link while maintaining security of sensitive data and task details.
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