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

# Notes in workflow

> 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.

## Add builder notes

1. Open **Workflows**.

2. Click a workflow to see its overview.

3. In the **Building notes** section, click **Create new**.

   <Frame>
     <img src="https://mintcdn.com/nextmatter/n_eDywRY2Y_RWlpG/images/docs/9bc57fe-Screenshot_2023-08-15_at_11.39.56.png?fit=max&auto=format&n=n_eDywRY2Y_RWlpG&q=85&s=fe5f6ef2f1eed81b2defcaf30689483f" alt="Image showing creating a new building note" width="1806" height="840" data-path="images/docs/9bc57fe-Screenshot_2023-08-15_at_11.39.56.png" />
   </Frame>

4. 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.

   <Frame>
     <img src="https://mintcdn.com/nextmatter/n_eDywRY2Y_RWlpG/images/docs/8c8328a-Screenshot_2023-08-15_at_11.40.54.png?fit=max&auto=format&n=n_eDywRY2Y_RWlpG&q=85&s=9757810aa520ed25cce39b76579a5c68" alt="Image showing tagging a workflow user" width="1810" height="842" data-path="images/docs/8c8328a-Screenshot_2023-08-15_at_11.40.54.png" />
   </Frame>

5. 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**.

<Tip>
  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.
</Tip>

<Frame>
  <img src="https://mintcdn.com/nextmatter/I7XEPsBmVpUZVtva/images/docs/46b5944-must_have_notes.png?fit=max&auto=format&n=I7XEPsBmVpUZVtva&q=85&s=9681f200ad2e089b9f408cdd637aa7a0" alt="Image showing the notes column in Roadmap" width="2857" height="1322" data-path="images/docs/46b5944-must_have_notes.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/nextmatter/bsmXZ466WcpOtxYo/images/docs/60bcbfd-Screenshot_2023-08-15_at_11.42.20.png?fit=max&auto=format&n=bsmXZ466WcpOtxYo&q=85&s=f27e00113084c0b6ce788daa318eeca2" alt="Image showing notes icon in workfow steps" width="1806" height="830" data-path="images/docs/60bcbfd-Screenshot_2023-08-15_at_11.42.20.png" />
</Frame>

Even if a note has been completed, you can reopen it and resume the conversation.

To reopen a note:

1. In **Building notes**, click **Show completed**.

2. Click **Show more** on the note you want to reopen.

   <Frame>
     <img src="https://mintcdn.com/nextmatter/2sBPfWILWLfMdiFz/images/docs/f356874-Screenshot_2023-08-15_at_11.43.14.png?fit=max&auto=format&n=2sBPfWILWLfMdiFz&q=85&s=22ddb655cb73e11a65ffe0e2492aa142" alt="Image showing how to reopen a note" width="1800" height="832" data-path="images/docs/f356874-Screenshot_2023-08-15_at_11.43.14.png" />
   </Frame>

3. Click **Reopen building note**.

4. Type your message.

<Tip>
  If your workflow goes live and you need users to comment on an instance, they can do it by starting a conversation.
</Tip>

<Frame>
  <img src="https://mintcdn.com/nextmatter/2sBPfWILWLfMdiFz/images/docs/f65cedf-Screenshot_2023-08-15_at_11.46.11.png?fit=max&auto=format&n=2sBPfWILWLfMdiFz&q=85&s=4505267ad290b240d6ad8f90bd4b9f5e" alt="Image showing how to start a conversation in workflows" width="1810" height="834" data-path="images/docs/f65cedf-Screenshot_2023-08-15_at_11.46.11.png" />
</Frame>
