Tasks > How to duplicate or clone tasks
Duplicate or clone tasks in Tallyfy to quickly create similar tasks with the same settings and form fields while saving time on repetitive task creation in your workflows.
Duplicate a template
To duplicate a template in Tallyfy, just click the More menu (three dots) on any template card and select Duplicate. That’s it. You’ll have an exact copy of your template ready to customize - perfect when you need a slightly different version of a process or want to test changes without touching the original.
- Permission to access the template you want to copy
- Permission to create new templates in your account
- To know what gets copied and what doesn’t (see below)
- Save time: Skip rebuilding similar templates from scratch - you’ll save 2-3 hours per template
- Keep consistency: Start with the same foundation but tweak for specific needs
- Create versions: Different teams often need their own spin (think Sales vs. Marketing onboarding)
- Test changes safely: Experiment on the copy - your original template in Tallyfy stays untouched
- Keep old versions: Archive what’s working while you develop something new
Here’s how to make a copy:
- Go to the Templates section where your templates live in Tallyfy
- Find the template you want to copy
- Click the More menu (three dots icon) on the template card
- Choose Duplicate from the menu
- Give your copy a clear name - adding “Copy” or a version number really helps (like “Client Onboarding - Marketing Team Copy”)
- Click Duplicate - done in under 30 seconds
Good news - almost everything comes along for the ride:
- All the steps in the same order
- Every task description and instruction you wrote
- All form fields and their settings
- Your conditional logic (rules)1 and automations
- Task assignments (if you set them in the original template)
- Any dependencies between steps (like when Step 2 waits for Step 1)
- The template description
A few things start fresh with your copy:
- Tags: You’ll need to add these again
- Webhooks: These don’t carry over from the original
- Internal IDs (Aliases)2: Every field and step gets brand new IDs (only matters if you’ve connected external tools using these specific IDs)
- History: Your copy starts with a clean slate - no activity logs
- Template ID: The copy gets its own unique ID in Tallyfy
Simple enough.
Once you’ve made your copy, here’s what to do next:
- Check the new template - make sure everything looks right
- Add any tags you need to organize it
- Set up webhooks again if your copy needs them
- Got external tools using the old template’s field IDs? Update them to point to the new ones
- Now make whatever changes you had in mind
Templates > Configure your template
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.
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%.
Tallyfy offers three template creation methods including starting from scratch using AI assistance or uploading existing documents with templates serving as reusable blueprints that can reduce process time by 40% while AI optimization restructures content for better digital execution and exact import options preserve compliance requirements.
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