Add builder notes
- Open Workflows.
- Click a workflow to see its overview.
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In the Building notes section, click Create new.
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Enter the title of the note. You can also do one of the following:
- Tag a person or a team you want to get involved. To tag, just type @ and start typing the name. The person will be notified by email.
- Tie a note to a specific step.
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Make the note required before the workflow can be set to live so that the note displays as a must-have for the workflow. The note will only disappear if you mark the note as completed.
This note is internal and serves as a task reminder, without blocking the publication of the workflow.
- Click + Create.
If you can’t immediately see the building notes in the workflow overview, click the edit icon for the workflow. You can also see all workflows that have must-have notes in the Roadmap tab.

Completed and open notes
Notes are displayed under the step they belong to. Open notes have an orange background, and the completed ones are green.
- In Building notes, click Show completed.
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Click Show more on the note you want to reopen.
- Click Reopen building note.
- Type your message.
If your workflow goes live and you need users to comment on an instance, they can do it by starting a conversation.
