> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zyme.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Note

> Add notes to your workflow steps to capture instructions, context, or important details for clients and teammates.

## 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

<img src="https://mintcdn.com/zyme-b6636c57/r6uaL967O4GSFv8J/images/step_note.png?fit=max&auto=format&n=r6uaL967O4GSFv8J&q=85&s=e67a937c5d6bd53541844ed2767ca965" alt="Step - Note" noZoom class="inline-block rounded-lg" width="2394" height="1228" data-path="images/step_note.png" />

<Steps>
  <Step title="Add a new step">
    In your workflow, select **Note** from the list of available step types.
  </Step>

  <Step title="Enter a title">
    Give your note a clear, descriptive title.\
    Example: *Preparation guidelines* or *Next steps after the session*.
  </Step>

  <Step title="Write the body text">
    Add detailed instructions, comments, or context in the **Body** field.\
    This can include bullet points, best practices, or resources.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your note">
    Click **Save this for later** to store the note inside the workflow.
  </Step>

  <Step title="Apply">
    Click **Apply** to add the note to your workflow.
  </Step>

  <Step title="Save">
    Click **Save** to store your workflow changes.
  </Step>
</Steps>

***

## 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.