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.
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.
Tallyfy document templates allow you to create smart forms with editable fields for names dates and text that maintain consistent formatting while letting users customize specific content areas through a simple interface that prevents formatting issues and ensures professional standardized documents every time.
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.
Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.
