Add a description to a template

How to add descriptions

Open your template in Edit mode, then click Settings (gear icon in the sub-nav bar) for the overall template description - or click directly on any step for step-specific descriptions.

Changes only affect future processes

Changes you make to a template (like adding descriptions) only apply to new processes started after you save. Already-running processes aren’t affected.

1. Open the template in Edit mode.
2. Where you add the description depends on what you’re describing:
   • Overall template description: Click the Settings button (gear icon) in the sub-nav bar, then open the Summary tab. You’ll see a rich text Description box.
   • Step description (Procedure templates): Click directly on the step you want to describe. A panel opens on the right with the description editor.
   • Document templates: The main content area is your editing canvas for the primary text.
3. Type your description into the text box.
4. For step descriptions, Tallyfy auto-saves as you type. For the template-level description in Settings, click Save when you’re done.

Pasting content might lose formatting

If you paste text from programs like Word or Google Docs, the original formatting (fonts, colors, complex layouts) might not carry over exactly. Tallyfy uses its own standard formatting for consistency.

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