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Duplicate a template

Duplicating templates

Click the More menu (three dots) on any template card and select Duplicate. You’ll get a copy of your template - perfect for creating a variant of a process or testing changes without touching the original. The copy’s title is automatically prefixed with “COPY OF -”.

Why duplicate?

  • Save time - skip rebuilding similar templates from scratch
  • Keep consistency - start with the same foundation, then tweak for specific needs
  • Create versions - different teams often need their own variant (e.g. Sales vs. Marketing onboarding)
  • Test safely - experiment on the copy while the original stays untouched

How to duplicate

  1. Go to the Templates section in Tallyfy
  2. Find the template you want to copy
  3. Click the More menu (three dots icon) on the template card
  4. Choose Duplicate from the menu
  5. Rename your copy - adding a version number or team name helps

What gets copied

Almost everything carries over:

  • All steps in the same order
  • Task descriptions and instructions
  • All form fields and their settings
  • Conditional logic (rules)1 and automations
  • Task assignments, group assignments, and guest assignments (within the same organization)
  • Step dependencies and deadlines
  • Tags and webhooks
  • The template description

What gets new values

A few things reset on your copy:

  • 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 - the copy starts with no activity logs
  • Template ID - the copy gets its own unique ID in Tallyfy

After duplicating

  1. Review the new template to confirm everything looks right
  2. If you use external tools pointing to the old template’s field IDs, update them to the new ones
  3. Make whatever changes you need

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…

Footnotes

  1. If-then logic that controls task visibility, assignment, or execution based on form data ↩

  2. Each field gets a unique identifier like ‘field_abc123’ used by APIs and webhooks ↩

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