Tab and column descriptions are the best way to provide explanations, instructions, and guidance notes to your colleagues, especially if you're creating template matters for others in your team to use.

Use tab descriptions to explain and provide overall guidance for the entire workflow and documents. To add a tab description, click on the tab menu arrow and select Edit description. Once your tab has a description, an information icon will appear next to the tab name. Hover over the information icon to preview the description, and click the icon to view the full description.

Use column description to provide guidance for an individual column and explain how it will impact the documents. To add a column description, click the arrow button in the column heading and select Edit Column from the menu. To view a column description, hover your mouse over the column heading. The description will be shown just underneath the column name.