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Configure your template

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Template settings

Section titled “Template settings”

Click Settings (or Config) when editing a template in Tallyfy to control how it works, who can use it, and how it’s organized.

General settings

Section titled “General settings”
Template configuration showing kick-off fields and approval step (64 chars)

Duplicate a template

Section titled “Duplicate a template”

Creates an exact copy of your template. The copy won’t affect the original. Give it a new name, or it’ll default to “COPY OF - [original template name]”.

Template More menu with Duplicate option highlighted (52 chars)

Archive a template

Section titled “Archive a template”

Archiving soft-deletes the template from your library. It’s not permanently removed - you can restore it later.

Section titled “Print a template”

Creates a printable version you can save as PDF. See Print, Download, and Export Templates.

More menu with Print option highlighted (40 chars)

Organize templates into folders

Section titled “Organize templates into folders”

Move templates into folders to keep your library tidy. See Organize Templates into Folders.

Template folder menu in New Employee Onboarding template (56 chars)

Summary settings

Section titled “Summary settings”
Template summary panel for New Employee Onboarding process (58 chars)
  • Description: Explain what the template is for.
  • Status: Set “Published”, “In Progress”, etc. This shows in the main Templates view.
  • Internal explanation video URL: Paste a video link. A video icon then appears next to the template for others to click.
  • General information: Shows the creator, last updated date, and other metadata.
  • Force launcher to folderize process?: Requires users to pick or create a folder before launching a process. You can also set a default folder.
  • Force launcher to tag process?: Requires users to add at least one tag before launching. Helps categorize running processes.
  • Original document: Upload the source file (Word doc, PDF, etc.) this template was based on.
  • Template tags: Add tags to organize your templates.
  • Special instructions: Notes shown right before someone launches a process. Use for key reminders.
  • Webhook settings: Send automatic notifications to other apps when tasks complete.

Track template activity

Section titled “Track template activity”

The Activity tab logs every template change - who made it and when.

Activity tab showing template change history and user actions (61 chars)

Control template permissions

Section titled “Control template permissions”
Template permissions panel with Everyone and Custom options (59 chars)

Make a template publicly visible

Section titled “Make a template publicly visible”

You can make templates public so anyone can find them in the public library.

Set template permissions

Section titled “Set template permissions”

Control who can interact with this template. You can allow everyone or pick specific people or groups.

Five permission types:

  • EDIT: Modify the template
  • READ: View template details
  • LAUNCH: Start new processes from the template
  • DUPLICATE: Copy the template
  • PROCESS READ: View running processes created from the template

Configure one-off task settings

Section titled “Configure one-off task settings”

Decide if people can add unplanned tasks to running processes. Look for “Can people add one-off tasks to this process?”

  • Yes (default): Anyone involved can add extra tasks.
  • No: Nobody can add extra tasks - the process strictly follows defined steps only.

Set this to No for compliance or safety procedures that must follow exact steps.

Export options

Section titled “Export options”

This section shows IDs you’ll need for integrations or support.

Template configuration dialog view view view
  • Org ID: Your organization’s unique identifier.
  • Template ID: This template’s unique identifier.

You’ll need these when:

Section titled “Related articles”

Documenting > Templates

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