What's New?

We’re thrilled to introduce one of the highly anticipated feature for workflows: Notes. With this update, users can add and track important information for each workflow.

• All New Sidebar

• Workflow Level Notes

• Sticky Notes

• Action Level Notes

How it Works?

All New Sidebar

• Easier Navigation: The Stats View is now located in the sidebar alongside the new Notes and Sticky Notes options.

• Toggle Capability: By clicking the Stats View icon, you can activate or deactivate this view. When active, the icon will highlight, indicating the feature is enabled.

Workflow Level Notes

• Who can add Notes: Admins can now add Notes for a specific workflow.

• How to use: On clicking the "Notes" icon user can add the Notes. The notes will be visible to all the users.

• Saving the Notes: The Notes will get saved when the Workflow is Saved.

• Tracking: Workflow notes include Created by / Edited by and Created on / Edited on information, so users can track who made changes and when they were made.

Action Level Notes (Formerly known as Comments)

• How It Works: When a user hovers over an action, they’ll see the notes icon in the top-right corner. By clicking it, they can add action-specific notes that others can view and build upon.

• Visibility: The icon will appear permanently if the note is added to an action.

• History: Each note maintains a history of additions, making it easy for teams to track discussions, updates, and feedback on specific actions within a workflow.

• Centralized Notes View: All Action-Level Notes are also available in the primary Notes section, allowing users to see and search through all notes in one place.

Use Cases

• Use Workflow-Level Notes for high-level descriptions, objectives, and context, ensuring everyone understands the purpose of each workflow.

• Utilize Sticky Notes to create color-coded task lists and visual reminders for team members, making it easier to track workflow progress.

• Sticky Notes can guide sub-account users step-by-step through each action and trigger, making it ideal for training and onboarding new users.

• Attach Action-Level Notes for instructions, feedback, or background context related to each specific action, ensuring clarity and enhancing team collaboration.