To track changes on your templates in Tallyfy, click the Activity tab when viewing any template - you’ll see a complete history of who changed what and when. This activity log captures every modification, from simple title edits to complex automation updates.
Every template automatically maintains this detailed change history. It’s like having a security camera on your workflows - nothing gets modified without leaving a trace.
Who can view template activity logs?
Not everyone can peek at the activity logs - Tallyfy restricts access to:
Administrators (they can see everything)
Standard members who have permission to view that specific template
The person who originally created the template
Why activity tracking matters
Think someone accidentally broke your workflow? The activity log shows you exactly when things changed. Here’s what tracking gives you:
Complete change history: Every single modification gets recorded. Perfect for audits.
User accountability: You’ll know exactly who made each change - no more mystery edits
Evolution insights: Watch how your templates improve over time as different team members contribute their expertise
Quick troubleshooting: Process suddenly acting weird? Check when the last changes were made and roll back if needed
Compliance ready: Auditors love this stuff. You can prove exactly how your processes are controlled and who’s responsible.
What exactly gets tracked?
Pretty much everything. Tallyfy captures four main categories of changes:
Content changes
Someone renamed your template? Tracked.
Updated step descriptions to be clearer? That’s in there too.
Added new steps or deleted old ones? Yep, recorded.
Modified task instructions? The log knows.
Form field updates
New fields added to collect customer data
Validation rules tweaked (making that phone number field required)
Old fields removed when they’re no longer relevant
Configuration tweaks
Tags added or removed
Permission changes - like when you restrict access to certain team members
Webhook setups for connecting to other tools
Automation rule updates (these can really change how a workflow runs)
Template archiving and unarchiving
User actions
You’ll also see when people:
Copy your template to create their own version
Publish templates to make them live
Import or export templates between organizations
Simply view the template (yes, even that gets logged)
How to check the activity log
It’s straightforward - here’s how you get there:
Head to your Templates library
Find the template you’re curious about
Click View
Hit the Activity tab
Done. You’re looking at the complete change history.
Reading the activity log
The newest changes appear at the top - just like your email inbox. Each entry shows you four key pieces of information:
When: Exact date and time something happened
Who: Which team member made the change
What: The type of change (edited, deleted, added, etc.)
Details: The specifics - what exactly they modified
For instance, you might see: “March 15, 2024 at 2:47 PM - Sarah Johnson - Edited Step - Changed ‘Review proposal’ deadline from 2 days to 3 days.”
How long do logs stick around?
Here’s the deal with activity log storage:
Activity logs last forever - well, as long as your template exists. Archive a template? The history stays intact. Need to check what happened to that old workflow from 2 years ago? It’s all there.
When you copy a template though, the new version starts fresh with a blank activity log. Makes sense - it’s a new template with its own life story to tell.
One important thing: you can’t edit or delete log entries. Ever. This keeps the audit trail2 clean and trustworthy.
Security note
Remember - not everyone can see these logs. Tallyfy keeps them locked down to administrators, authorized team members, and the template creator. Your sensitive workflow changes stay private from prying eyes while still giving the right people the visibility they need.
Tallyfy processes maintain detailed activity logs that record all actions including task completions deadline changes comments and archiving which can be viewed by administrators and authorized members through the Settings panel’s Activity tab.
A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.
Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.
Template settings in Tallyfy allow Members with Administrator role or Standard members with specific permissions to customize template functionality organization access rules and permissions through options for duplicating archiving printing organizing into folders adding descriptions and videos setting launch requirements and controlling who can edit view or start processes from the template.
Footnotes
Standard datetime format like YYYY-MM-DDTHH:mm:ss used for consistent timestamp storage ↩
Immutable record of all changes required for compliance tracking and SOC 2 certification ↩
