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.

Related articles

Edit Processes > Add process notes

Process notes in Tallyfy serve as a centralized hub for critical information files and links that remain visible across all tasks in a process run ensuring consistent access to essential context and resources for all participants throughout the workflow.

Templates > Edit a template

Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.

Edit Templates > Add guidance text to a step

Guidance text can be added to form fields in Tallyfy templates by editing the template accessing the form field settings and entering instructions in the Advanced section’s guidance text box which then appears in italics below the field during process execution.

Edit Templates > Edit steps

Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.