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.
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: 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
Duplication process
Here’s how to make a copy:
Go to the Library 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
What gets copied
Good news - almost everything comes along for the ride:
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.
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 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.