Duplicating a template makes an exact copy of an existing template. This is useful if you want to create a slightly different version of a process without starting over, or if you want to test changes safely.
What do I need to duplicate a template?
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).
Why should I duplicate a template?
Save time: No need to build similar templates from scratch.
Keep consistency: Start with the same basic process structure but make small changes.
Create versions: Make different versions for different teams or situations (e.g., Sales vs. Marketing onboarding).
Test changes safely: Make changes to the copy without messing up the original template.
Keep old versions: Save older versions of a process while you work on a new one.
How do I duplicate a template?
Go to the Library section where your templates are listed.
Find the template you want to copy.
Click the More menu (three dots icon) on the template card.
Choose Duplicate from the menu.
Give the new copy a clear name. It helps to include something like “Copy” or a version number, or the team it’s for (e.g., “Client Onboarding - Marketing Team Copy”).
Who tasks are assigned to (if set in the original template).
Any dependencies between steps (e.g., Step 2 can’t start until Step 1 is done).
The template description.
What does not get copied or gets changed?
Some things are not copied, or they get new unique IDs in the copy:
Tags: Any tags on the original template are not copied.
Webhooks: Any webhooks set up on the original template are not copied.
Internal IDs (Aliases): The unique internal IDs for fields and steps get new IDs in the copy. (This usually only matters if you have external tools connected directly to specific fields/steps using these IDs).
History: The copy starts with a blank activity and usage history.
Template ID: The copy gets its own brand new, unique Template ID.
What should I do after duplicating a template?
After you make a copy:
Check the new copy to make sure everything looks correct.
Tallyfy templates serve as reusable workflow blueprints that can be created from scratch using AI assistance or by uploading existing documents with options for exact HTML conversion to maintain compliance requirements.
Templates can be customized through settings that control usage permissions visibility organization and workflow options while allowing administrators and authorized members to manage duplicates archives folders tags and integration capabilities.
Tallyfy templates serve as reusable blueprints that standardize processes and documents to ensure consistent work execution reduce errors and enable scalable business operations through both procedure and document template types.
Tallyfy enables template importing through AI document conversion flowchart transformation account-to-account copying and API integration while offering guidance for Word document transfers and formatting adjustments.
