Capture all back-and-forth messages around the design and building of a workflow and keep them as documentation in builder notes.
You and your team can leave multiple notes. They can be assigned to a step or collectively listed in a workflow overview. Builder notes can be used for idea exchange, but you can also make them required and assigned to a team member for completion.
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.
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.
The notes will be added to the workflow. You can see all of them in the Building notes section of the Workflow overview. By default, we show the open notes. To see the open and the completed notes, click Show completed.
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.