---
title: Add guidance text to a step · Tallyfy Pro
description: Add rich-text guidance instructions below any form field label in a template step. People filling out forms see helpful context like format examples or resource links right where they need them.
lastUpdated: 2026-06-13T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/documenting/templates/edit-templates/how-to-add-guidance-text-to-template-steps/
  md: https://tallyfy.com/products/pro/documenting/templates/edit-templates/how-to-add-guidance-text-to-template-steps/index.md
---

[Full-seat members](https://tallyfy.com/products/pro/by-role/editor/)

## Adding guidance text to form fields

Guidance text appears directly below a [form field](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/) 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](https://tallyfy.com/products/pro/documenting/templates/) in **Edit** mode.
2. Click the [step](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) that contains the form field.
3. Go to the [**Form Fields** tab](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/) 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. It’s 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](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-add-guidance-text.png)

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

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