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 you need for duplication
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 duplicate templates?
Save time: No need to build similar templates from scratch - saves 2-3 hours per template
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 in Tallyfy
Keep old versions: Save older versions of a process while you work on a new one
Duplication process
Go to the Library section where your templates are listed 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 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”)
Click Duplicate - the entire process takes under 30 seconds
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 doesn’t get copied
Some things aren’t copied, or they get new unique IDs in the copy:
Tags: Any tags on the original template aren’t copied
Webhooks: Any webhooks set up on the original template aren’t 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 in Tallyfy
After duplicating
After you make a copy:
Check the new copy to make sure everything looks correct
Tallyfy templates serve as reusable workflow foundations that standardize processes across organizations with three creation methods including building from scratch using AI assistance or uploading existing documents while offering exact import capabilities for compliance requirements.
Tallyfy templates function as strategic reusable blueprints that standardize business processes by defining workflow steps structure and logic to ensure consistent quality execution across organizations while enabling customization for specific instances and providing comprehensive benefits including improved training efficiency reduced errors and scalable operations management.
Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.
Tallyfy provides multiple template import methods including AI-powered document and flowchart conversion template copying between accounts API integration and Word document import capabilities to help organizations migrate existing processes into standardized digital workflows.
