Add a description to a template

How to add a description to a template

Changes made won’t affect ongoing processes

Note that any change you make to a template won’t affect any ongoing process that depends on it. When you make changes to a template - it only affects the next process that launches from that template. This ensures the integrity and consistency of processes that were already launched in the past.

To add a description to any template - select the Edit view within the template editor, and click on the step you want to edit. Look for the Description drawer.

If it’s a procedure template - you would need to click on a step in order to edit the description. If it’s a document template - you will see the entire document template immediately in the Edit mode of the template editor.

You’ll see a description text box on the menu, so just type in your new description. We save your changes in the background.

Pasting content from web applications will result in changes to the content

If you try to copy/paste content from apps like Microsoft Word or Google Docs into the rich text editor , the formatting may not be preserved. This is because our rich editor does not inherit styling settings from the original app you pasted the content from.

Related articles

Templates > Edit a template

Access the Edit view by clicking the edit button on your template to modify various aspects and make customizations.

Edit Templates > Edit steps

Steps in templates can be modified by adding new ones through the Add Step option, editing descriptions with rich text formatting, assigning tasks to individuals or groups, changing step types, customizing form fields, adjusting deadlines, and configuring advanced settings like process triggers and completion requirements.

Edit Templates > Rename a template

Templates can be renamed either through the Config button or directly from the Edit view by clicking the template name, with changes only affecting future processes.

Templates > Create a template

Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.