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Add a description to a template

How to add a description to a template or step

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

To add or edit a description:

  1. Open the template in Edit mode.
  2. How you access the description depends on the 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. Image Image
    • 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 are usually saved automatically as you type.

Templates > Edit a template

Standard and Administrator members can access Template Edit view to modify various elements like steps descriptions and settings while Light role members have limited editing capabilities.

Templates > Edit a template

Members with Standard or Administrator roles can modify various template elements through the Edit view interface by clicking the edit button while Light role members have restricted access to template modifications.

Edit Templates > Change a template's status

Template status indicates progress through Started In progress Finishing and Published stages with different user roles having specific permissions to modify status either from the Templates library or Template Editor settings.

Tutorials > Create your first template

The comprehensive guide walks through creating workflow templates in Tallyfy using AI assistance or manual methods while showcasing the template editor interface and additional creation options for business process automation.