Add a description to a template

How to add descriptions

To add a description in Tallyfy, open your template in Edit mode and either click Settings for the overall template description or click directly on any step for step-specific descriptions. Type your description and it saves automatically. That’s it.

Need more details? Let’s walk through each option.

Changes only affect future processes

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

Here’s exactly how to add descriptions:

1. Open the template in Edit mode.
2. Where you add the description depends on what you’re describing:
   • For the overall Template description: Click the Settings (or Config) button in the top toolbar, head to the Summary tab, and you’ll see the Description box waiting for you.
   • For a specific Step description (in Procedure templates): Just click directly on the step you want to describe. The description box appears in the panel that opens - usually on the right side.
   • For Document templates: The main content area is your canvas. That’s where your description or primary text goes.
3. Type your description into the text box.
4. Tallyfy saves changes automatically as you type - no save button needed.

Simple.

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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