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Add guidance text to a step

Adding guidance text to form fields

Guidance text appears directly below a form field label in Tallyfy, giving people instructions right where they need them. It’s great for specifying formats, examples, or links to extra resources.

  1. Open the template in Edit mode.
  2. Click the step that contains the form field.
  3. Go to the Form Fields tab in the step details panel.
  4. Click the form field to expand its settings.
  5. Expand the More Settings section.
  6. Enter your instructions in the Guidance Text field. This is a rich-text editor, so you can format text and add links.
  7. Changes save automatically.
Guidance text editor with formatting toolbar and preview panel

When someone runs the process, your guidance text appears in italics below the field label. Any URLs you include become clickable automatically.

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Process notes in Tallyfy provide a centralized location for storing important information files and links that remain visible across all tasks in a specific process run ensuring team members have consistent access to critical context and resources throughout the workflow.

Documents > Add fields to documents

Document templates in Tallyfy function as smart forms with editable fields for variable content like names dates and descriptions while keeping standard text locked to ensure consistent professional documents that can reuse the same field data across multiple locations.

Edit Templates > Edit steps

Add and edit steps in Tallyfy templates - descriptions, assignments, types, form fields, deadlines, and advanced settings.
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