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Publish a template

Publishing templates publicly

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. Anyone can then view your template structure1 without logging in. You’ll get a shareable link to send to clients, partners, or vendors.

What you need

  • Administrator or Standard member permissions (Light members can’t edit templates)
  • A template ready for public sharing

Why publish a template?

  • Share with anyone - give a direct link to view your process. No login or Tallyfy account needed
  • Show examples - display your workflows to potential customers as proof of how you work
  • Provide documentation - external teams can access process info instantly
  • Help others learn - let people see how you’ve structured your processes

Publishing a template

  1. Go to the Library view where your templates are listed
  2. Find the template you want to publish
  3. Click Edit to open the template editor
  4. Click Settings (or Config) in the editor toolbar
  5. Go to the Permissions tab
  6. Find Public to the world and switch it to yes
  7. Click Save
Template marked as public in template view

After publishing

You’ll get a shareable URL in the template settings. You can:

  • Share this link anywhere - email, chat, website, social media
  • Let people view the template structure without logging in

Security and privacy

  • What’s public? Only the template structure - steps, descriptions, summary, guidance, and kickoff fields. Think of it like sharing a recipe without showing what you cooked last Tuesday
  • What’s private? Form field responses, task completions, internal comments, and assignment data don’t show up publicly
  • How to unpublish? Go back to settings, switch Public to the world to no, and it’s instantly private again

Documenting > Templates

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

Footnotes

  1. In Tallyfy’s API, templates are called ‘blueprints’ and include steps, fields, and routing logic ↩

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