You can add Instructional Text to your forms - ideal for giving extra guidance. It helps users understand what’s needed without cramming text into field labels or titles.
You can:
Add bold, italic, or hyperlinks
Include longer explanations or context
Make your forms clearer without clutter
How to Add Instructional Text
Go to the Forms tile
Start creating a new checklist, or edit an existing one
When in a Section, add the field widget Instructional Text
In the middle box, type your guidance — make it as long or detailed as needed
Your formatting options:
*Italic* – use single asterisks either side of word eg. *Fill out details* = Fill out details
**Bold** – use double asterisks eg **Fill out details** = Fill out details
[Link Text](https://...) – to add a hyperlink
Preview your text on the right-hand side
Press OK when ready
Use the arrows to move the text to the top of your section (above the questions)
The instructional text will appear in the mobile app for the user filling out the form
NB: You can choose whether you want it to show in the final pdf out put or not
When finished, press Save & Close
Use Case
Perfect for Admins, Super Users, Health & Safety Managers, or anyone building forms that want to make sure there is clear guidance for the person filling it out.
💡 Tips
Use instructional text for sections that need extra explanation
Keep field labels short — put detail in the instructional text instead
Use the preview to check formatting before saving
View / Test on the app to make sure it reads clearly for operatives