Want to help users fill out forms correctly? Add guidance text directly below any form field in Tallyfy - it shows up as helpful instructions right where people need them. This makes a huge difference when you’re asking for specific formats or examples.
Click on the step containing the form field you want to add guidance to.
In the step details panel (usually on the right), go to the Form Fields tab.
Click on the specific form field to open its settings.
Click to expand the Advanced section within the field settings.
Type your instructions or hints into the Guidance text box.
Tallyfy saves your changes automatically.
When someone’s working through the process, your guidance text shows up in italics right below the field label. Pretty handy. If you include any web links (URLs) in your guidance text, they’ll automatically become clickable - perfect for pointing people to additional resources or examples.
Adding descriptions in Tallyfy involves opening a template in Edit mode and clicking either Settings for template descriptions or directly on steps for step-specific descriptions where you can type your content and it saves automatically.
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.
This content explains how to add and modify steps within Tallyfy templates including step descriptions assignments types form fields deadlines and advanced settings for workflow automation.
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.
