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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.

  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. Template configuration dialog view view view Template description panel with rich text editor and metadata (61 chars)
    • 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.
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