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Publish a template

Publishing templates publicly

Tallyfy lets you make specific templates public for broader access and transparency. Anyone on the internet can view the template structure without needing a Tallyfy account.

This lets you engage external stakeholders and show process transparency while keeping operational data secure.

What you need for publishing

  • Administrator or Standard member permissions
  • A complete template ready for public sharing
  • Understanding of what information becomes visible publicly

These requirements make sure only authorized users can publish templates while maintaining security.

Benefits of publishing templates

  • Share with anyone: Give clients, partners, or others a link to view your process without needing them to log in or create accounts
  • Show examples: Display your processes as examples for potential customers to show capability and transparency
  • Provide documentation: Offer easy access to process information for people outside your company for collaboration
  • Enable learning: Allow people to see how you’ve designed your processes for knowledge sharing and best practice demonstration

These benefits improve external collaboration while protecting sensitive information.

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. Scroll down to the permissions section
  6. Find the Public to the world option and switch it to yes
  7. Click Save
Template publication interface

After publishing

Once a template is public, you can:

  • Copy the public web address (URL) from template settings
  • Share this link anywhere (email, chat, website) with stakeholders
  • Let people view the template structure without requiring login
  • Track how many times the template has been viewed in the activity log

These features help you manage and monitor public template usage.

Security and privacy

  • What’s public? Only the template structure (steps, descriptions) is visible to external viewers for transparency
  • What’s private? Any information filled into form fields when the process runs, actual task completions, internal comments, and other sensitive operational data aren’t 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” for immediate privacy restoration

These security measures make sure you get transparency while protecting sensitive operational data.

Processes > Make a process visible to outsiders or guests

Tallyfy administrators can make running processes publicly accessible by enabling the “Public to the world” setting in the process permissions which generates a secure read-only link that external stakeholders can use to view real-time progress without login credentials or modification abilities.

Templates > Configure your template

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 > Edit a template

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.

Members > Manage member permissions

Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels.