Overview
A Note step allows you to add text-based instructions, context, or reminders directly into a workflow.Notes are flexible and can be used to explain a process, provide background information, or share key details with your clients and team.
Creating a Note step
1
Add a new step
In your workflow, select Note from the list of available step types.
2
Enter a title
Give your note a clear, descriptive title.
Example: Preparation guidelines or Next steps after the session.
Example: Preparation guidelines or Next steps after the session.
3
Write the body text
Add detailed instructions, comments, or context in the Body field.
This can include bullet points, best practices, or resources.
This can include bullet points, best practices, or resources.
4
Enable options
- Allow receiving feedback – Let users comment on the note.
- Allow receiving rating – Gather star ratings or quick evaluations.
- Hide in client view – Keep the note visible only to internal team members.
5
Save your note
Click Save this for later to store the note inside the workflow.
6
Apply
Click Apply to add the note to your workflow.
7
Save
Click Save to store your workflow changes.
Best practices
- Use notes to reduce confusion, add context before complex steps.
- Hide internal notes if they’re only meant for your team.
- Combine notes with other step types (like tasks, files, or meetings) for richer workflows.