You can add extra instructions or examples 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.
Your changes should save automatically.
When someone works on this task in a running process, the guidance text will show up in italics directly below the field label. If you include website links (URLs) in the guidance text, they will be clickable, allowing people to easily access extra resources.
You can add descriptions to templates or individual steps by opening the template in Edit mode and accessing the description field through the Settings button for overall templates or by clicking directly on specific steps for step-level descriptions.
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.
Instructions for customizing document templates with editable fields like short text long text and dates while maintaining document consistency through clear field naming and strategic placement of related inputs.
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.
