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Workflow Notes and Description

Adding a description to your Workflow is a great way to communicate a Workflow's intent. Couple that with the ability to add Notes to your Workflow Nodes, and you can map out your complete Workflow’s strategy to your team or whoever you share your Workflow template with. 

Duplicating or sharing your Workflow will also copy over any Notes applied to the nodes.

Workflow with a Description and open Note on an Action Node

Add a Note

Notes can be added to any Trigger, Action, Decision, Goal, Delay, Split Test, or Exit.Click on the Note icon to open the note and begin typing to add to the note board

  1. Click on the Note Icon to open the Note board.
  2. Start typing to add a Note for the first time.
    • To edit an existing note, click Edit to update the note.
  3. Click Save to retain the Note.
    • When editing is finished, the author and the last edited date will be updated.
    • When a Note is applied to a Node, it is indicated by a dark Note IconWorkflow Action node with an Active Note applied to it

Delete a Note

Clicking an existing Note on and Action Node to click Edit then Delete.

  1. Click the Note icon
  2. Click Edit
  3. Click Delete to instantly remove the Note