How can I track activities and changes on my Tallyfy templates?
The template Activity stream maintains comprehensive logs of all modifications made to templates, providing complete change visibility and audit trail capabilities for governance and compliance.
This detailed tracking system enables precise monitoring of template evolution, helping identify specific changes, responsible users, and modification timestamps for enhanced template governance and troubleshooting.
Who has access to view template activity logs?
Administrators with full system access.
Standard members who have permission to view the specific template.
The person who originally created the template (template owner).
Why is template activity tracking essential for organizations?
Template activity tracking delivers essential governance and troubleshooting capabilities for workflow management:
Comprehensive Change History: Maintain complete records of all template modifications for audit and compliance purposes
User Accountability: Identify specific users responsible for particular changes, ensuring transparency and responsibility across teams
Evolution Analysis: Understand template development patterns and modification trends over time for continuous improvement
Issue Resolution: Rapidly identify when changes may have introduced problems or unexpected workflow behavior
Compliance Evidence: Provide evidence of how processes are managed and controlled (useful for regulatory compliance).
What types of activities are tracked in template logs?
The activity log records comprehensive changes to templates for complete visibility:
What content changes are tracked automatically?
Changes to the template’s title or description for identification updates.
Changes to step titles or descriptions for clarity improvements.
Adding or removing steps to modify workflow structure.
Updates to task instructions for enhanced guidance.
What field modifications are tracked?
Creating new form fields to collect additional data.
Changing field settings such as validation rules or required status.
Deleting fields that are no longer needed.
What configuration changes are tracked?
Adding or removing template tags for organization.
Changing permission settings for access control.
Creating or changing webhooks for external integrations.
Updating automation rules for workflow enhancement.
Archiving or unarchiving the template for lifecycle management.
What user interactions are tracked?
Copying (duplicating) the template for reuse.
Publishing the template to make it available.
Importing or exporting the template for migration.
When users view the template for access auditing.
How can I access the template activity log?
Go to the main Templates library.
Find the template you want to check.
Click View for that template.
Click the Activity tab.
How should I interpret the activity log information?
The log shows entries with the newest changes at the top for easy chronological review:
When: The date and time the action happened for precise timing.
Who: The name of the user who made the change for accountability.
What: The type of action that took place for change categorization.
Details: More information about exactly what was changed for complete understanding.
How long are activity logs retained in the system?
Activity logs are kept for as long as the template exists in the system.
If you archive a template, its history is still preserved for reference.
If you duplicate (copy) a template, the new copy gets a brand new, empty activity log.
You cannot edit or delete activity log entries to maintain audit integrity.
Who has authorized access to view activity logs?
Only certain people can view a template’s activity log based on permission levels:
Administrator members with full system access.
Standard members who have been given permission to view that specific template.
The person who created the template (original owner).
This access control ensures sensitive change information remains secure while providing necessary visibility to authorized stakeholders.
Tallyfy processes maintain detailed activity logs that record all actions including task completions deadline changes comments and archiving which can be viewed by administrators and authorized members through the Settings panel’s Activity tab.
Strategic template organization in Tallyfy accelerates workflow discovery through department-based folders consistent naming conventions effective tagging systems proper access controls regular audits and structured governance frameworks that scale with business growth while maintaining operational efficiency and standardized processes across teams.
Template settings can be configured through the Settings button to customize general actions summary details organization and access permissions for who can use edit and launch processes from the template.
Tallyfy templates function as reusable workflow blueprints that establish standardized business processes and organizational documents to ensure consistent work execution across teams while providing flexibility for customization and enabling scalable operational excellence.
