Workflow Notes, Action Notes and Sticky Notes

Overview

Adding notes within workflows is a powerful way to boost collaboration, clarity, and organization. With Workflow Notes, Action Notes, and Sticky Notes, you can provide detailed instructions, reminders, or context directly inside the workflow builder, making it easier for teams to stay aligned.

Key Features and Benefits

• Centralized Communication – Add notes at workflow, action, or workspace level for complete clarity.

• Enhanced Collaboration – Ensure all team members have access to context and updates in one place.

• Streamlined Management – Organize workflows with visual or structured notes for easier reference.

1. Sidebar Navigation

The sidebar provides quick access to notes and visibility tools:

• Stats View Toggle – Switch workflow stats on or off.

• Notes & Sticky Notes Access – Open Workflow Notes, Action Notes, or Sticky Notes directly from the sidebar.

2. Workflow-Level Notes

Workflow Notes let you add big-picture context or instructions that apply to the entire workflow.

How to Add Workflow-Level Notes:

1. Open the workflow and click the Notes icon in the sidebar.

2. Add descriptions, context, or high-level objectives for team visibility.

3. Notes are saved automatically whenever the workflow is saved.

4. Each note includes tracking info (creator, last editor, and timestamps).

3. Action-Level Notes

Action Notes attach directly to specific actions, providing detailed commentary or step-level instructions.

How to Add Action-Level Notes:

1. Hover over any action in the workflow builder.

2. Click the Notes icon in the top-right corner.

3. Type in your instructions or details.

4. The Notes icon will remain visible, signaling that step-level context is available.

5. All Action Notes can also be viewed in the centralized Notes panel for easy review.

4. Sticky Notes

Sticky Notes are high-visibility notes within the workflow builder, perfect for reminders or quick instructions.

How to Use Sticky Notes:

1. Click the Sticky Notes icon in the sidebar.

2. Choose a color to organize or prioritize notes.

3. Add content using the rich text editor (bold, lists, highlights).

4. Attach images if you want to add visual context.

5. Use Hide Notes to temporarily declutter your workspace without deleting notes.

5. Use Cases

• Workflow Notes – Add workflow goals, high-level descriptions, or general guidance.

• Action Notes – Provide instructions, feedback, or details for individual steps.

• Sticky Notes – Create visual reminders, onboarding guidance, or priority lists with color-coded organization.

FAQs

Q1: Can everyone add Workflow-Level Notes?
A: Only admins can add Workflow Notes, ensuring control over high-level descriptions.

Q2: What’s the difference between Workflow Notes and Action Notes?
A: Workflow Notes apply to the entire workflow, while Action Notes are tied to specific steps.

Q3: Can Sticky Notes be hidden without deleting them?
A: Yes, use the Hide Notes button to temporarily remove them from view.

Q4: How do I know who last edited a note?
A: Each note includes creator, last editor, and timestamp tracking for full visibility.

Q5: Are Sticky Notes customizable?
A: Yes, you can select colors, format text, and attach images to make them more visual and organized.