Administrators can make running processes visible to outsiders by enabling a public link setting that allows external stakeholders to view process progress in real-time without modification abilities while maintaining complete security control over what information gets shared.
Publish a template
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 structure1 without logging in.
This takes under 2 minutes and gives you a shareable link for external stakeholders.
- Administrator or Standard member permissions
- A complete template ready for public sharing
- Understanding of what information becomes visible publicly
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)
- Go to the Library view where your templates are listed in Tallyfy
- 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 - the entire process takes less than 2 minutes
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 log2 (great for seeing which templates generate the most interest)
Simple.
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.
Templates > Configure your template
Template settings in Tallyfy allow Members with Administrator role or Standard members with specific permissions to customize template functionality organization access rules and permissions through options for duplicating archiving printing organizing into folders adding descriptions and videos setting launch requirements and controlling who can edit view or start processes from the template.
Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.
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.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks