To make a template public in Tallyfy, click Edit on your template, go to Settings, find Public to the world, and switch it to yes. That’s it - anyone can now view your template structure without logging in.
This takes under 2 minutes and gives you a shareable link for external stakeholders.
What you need for publishing
Administrator or Standard member permissions
A complete template ready for public sharing
Understanding of what information becomes visible publicly
Benefits of publishing templates
You might be wondering why you’d want to make templates public. Here’s the thing - it’s actually one of the most underutilized features for growing your business:
Share with anyone: Give clients, partners, or vendors a direct link to view your process. No login required, no Tallyfy accounts needed
Show examples: Display your workflows to potential customers - nothing builds trust like transparency about how you work
Provide documentation: External teams can access process information instantly. Perfect for collaboration
Enable learning: Let others see how you’ve structured your processes (yes, it’s okay to share your secret sauce sometimes)
Publishing a template
Go to the Library view where your templates are listed in Tallyfy
Find the Public to the world option and switch it to yes
Click Save - the entire process takes less than 2 minutes
After publishing
Once your template is public, you’ll get a shareable URL right in the template settings. Copy it.
Now you can:
Share this link anywhere - email, chat, website, social media
Let people view the template structure without any login hassles
Track view counts in your activity log (great for seeing which templates generate the most interest)
Simple.
Security and privacy
Here’s what people often worry about - and it’s a valid concern. What exactly are you exposing when you make a template public?
What’s public? Only the template structure (steps, descriptions) is visible. Think of it like sharing a recipe - people can see the ingredients and instructions, but not what you cooked last Tuesday
What’s private? All the actual data stays private. Form field responses, task completions, internal comments, who did what when - none of that shows up publicly. Your operational data is safe
How to unpublish? Changed your mind? No problem. Go back to settings, switch “Public to the world” to “no”, and it’s instantly private again
The bottom line? You control exactly what’s visible, and sensitive information never leaves Tallyfy.
Tallyfy administrators can generate secure public read-only links for running processes that allow external stakeholders to view real-time progress without modification capabilities while maintaining workflow security and integrity.
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.
Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.
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.
