A sticky note is text on the canvas for the people who read the workflow after you — why a step is there, who to ask, what to change at year end. Notes never run.
Who can do this
Workspace Admins and Editors, on a computer. Notes are not shown on a phone.
Before you start
The workflow needs a trigger. Add a sticky note appears once it has one.
Steps
Open the workflow in the designer.
Select ⋯ at the top right, then Add a sticky note — or press N.
A note appears in the middle of what you can see, ready to type in: Say why this workflow does what it does.
Type the note — up to 1,000 characters.
Select anywhere else, press Esc, or press Ctrl Enter to finish.
To change a note, select it and type. To move it, drag it. To delete it, select the cross at its corner — a toast says Note deleted — Undo brings it back.
What happens next
- The note saves with the draft, and is published with the next version.
- It stays where you put it, beside what it describes, as steps are added below.
- Notes travel in exported files.
Good to know
- A note left empty is removed when you finish.
- Notes are not compared between versions.