Add a description to a template

Adding descriptions to templates and steps

You can add descriptions to provide more detail about your overall template or individual steps within it.

Changes only affect future processes

Remember, changes you make to a template (like adding descriptions) only apply to new processes started after you make the change. They don’t affect processes already running.

Adding or editing descriptions:

1. Open the template in Edit mode.
2. Description access varies by template type:
   • For the overall Template description: Click the Settings (or Config) button in the top toolbar, go to the Summary tab, and find the Description box.
   • For a specific Step description (in Procedure templates): Click directly on the step you want to add a description to. The description box will appear in the panel that opens (usually on the right).
   • For Document templates: The main content area is where you add your description or primary text.
3. Type your description into the text box.
4. Changes save automatically as you type.

Pasting content might lose formatting

If you copy text from other programs (like Word or Google Docs) and paste it into Tallyfy’s description boxes or rich text editors, the original formatting (like fonts, colors, complex layouts) might not carry over perfectly. Tallyfy uses its own standard formatting to keep things consistent.

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