Processes > Make a process visible to outsiders or guests
Administrators can generate a public read-only link for sharing process status with external viewers while maintaining control over visible content through permission settings.
Publish a template
Tallyfy lets you make specific templates public. This means anyone on the internet can view the template structure, even if they don’t have a Tallyfy account.
- Administrator or Standard member permissions.
- A finished template ready to be shared publicly.
- To understand what parts of the template will be visible to the public.
- Share with anyone: Give clients, partners, or others a link to view your process without needing them to log in.
- Show examples: Display your processes as examples for potential customers.
- Provide documentation: Offer easy access to process information for people outside your company.
- Let others learn: Allow people to see how you’ve designed your processes.
- Go to the Library view where your templates are listed.
- Find the template you want to publish.
- Click Edit to open the template editor.
- Click Settings (or Config) in the editor toolbar.
- Scroll down to the permissions section.
- Find the Public to the world option and switch it to yes.
- Click Save.
Once a template is public:
- You can copy its public web address (URL) from the template settings.
- Share this link anywhere (email, chat, website).
- People clicking the link can view the template structure.
- You can see how many times the public template has been viewed in the template activity log.
- What’s public? Only the template structure (steps, descriptions) is visible.
- What’s private? Any information filled into form fields when the process runs, actual task completions, internal comments, and other sensitive data are not shown publicly.
- How to unpublish? You can make the template private again anytime by going back to the settings and switching Public to the world back to no.
Templates > Configure your template
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’s sample templates library offers ready-made workflow examples across multiple business categories that users can import and customize based on their specific organizational needs.
Standard and Administrator members can modify template elements like steps descriptions and settings through the Edit view while Light role members have limited access to template editing functions.
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