You can add extra instructions or examples in Tallyfy that appear directly below a form field in a task. This “guidance text” helps clarify what information is needed or provides helpful hints.
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.
During process execution in Tallyfy, guidance text appears in italics below the field label. Website links (URLs) in guidance text become clickable, giving people easy access to additional resources.
Templates and steps can be enhanced with descriptions by accessing edit mode and using the settings panel for overall template descriptions or clicking directly on steps for individual step descriptions with changes automatically saving and only applying to new processes started after modification.
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.
This guide explains how to add new steps and modify existing steps in Tallyfy templates including editing descriptions changing assignments setting deadlines and configuring advanced settings to customize workflows.
Tallyfy document templates allow you to create consistent professional documents by adding three types of editable fields (short text long text and date) that users fill in while keeping the rest of the content locked to maintain structure and branding across all documents.
