How to change the name of a template
To rename a template, head over to the Config button, and then click on your template’s name, once you’re happy with the changes, click on “Save”.
Alternatively, you can rename a template from the Edit view by simply clicking the name of your template at the top of the screen and then selecting the Rename option
Related articles
Edit a template > Add a description to a template
A description can be added to a template by selecting the Edit view, clicking on the Config button, and typing the new description in the text box.
Templates > Edit a template
The edit view in Tallyfy templates allows full control and configuration of the template settings.
Edit processes > Auto-name a process in Tallyfy
Auto-naming processes created from templates in Tallyfy ensures consistency and allows customization using variables from the Kick off form.
Edit a template > Status for templates
The content explains how to indicate and change the status of a template in Tallyfy, which can be set to Started, In progress, Finishing, or Published.