Tallyfy allows you to duplicate (clone) existing tasks to quickly create similar tasks without starting from scratch. When you clone a task, all settings, form fields, and configurations are copied except for comments, giving you a clean starting point for the new task.
Task duplication is perfect for creating multiple similar approval steps, repetitive form collections, or any scenario where tasks share most of their configuration.
Duplicating templates in Tallyfy creates exact copies of existing workflow templates which helps save time maintain consistency create versions for different teams test changes safely and preserve older versions while the duplication process copies all steps tasks form fields and settings but excludes tags webhooks and history.
Tallyfy transforms complex approval workflows into trackable automated processes with clear visibility accountability and dynamic routing that eliminates status confusion and bottlenecks through intelligent form design conditional logic real-time monitoring and collaborative communication features.
This guide explains how to add new steps and modify existing steps in Tallyfy templates including editing descriptions changing assignments setting deadlines and configuring advanced settings to customize workflows.
Template Tools in Tallyfy streamline template development through bulk operations like creating multiple steps simultaneously batch assigning tasks to team members adjusting deadlines across multiple steps and enabling administrators to add templates to other users’ favorites for improved workflow management efficiency.
