When should you use a note?
Notes are especially useful once a flow grows and several people are involved in building it. Some common use cases:- Explain the logic of a section of the flow.
- Document decisions made during development.
- Leave pending tasks for another team member.
- Flag integrations or external dependencies.
- Visually separate different processes within the same workflow.
Create and configure a note
1
Add the node
From the Builder’s side menu, select Notes and drag it onto the canvas, or click it to add it automatically.
2
Position the note
Place it wherever you want to add the information. You can move it freely at any time to reorganize the content.
3
Write the content
Select the note to open its configuration panel and write the text. Changes save automatically as you edit.
Change the color
Each note can be customized with different colors to make the workflow’s visual organization easier. A good practice is to use a different color depending on the note’s purpose:Colors are purely organizational and don’t change the flow’s behavior.
Best practices
- Write short, easy-to-understand notes.
- Use clear titles or phrases.
- Place the note near the block it refers to.
- Use colors consistently throughout the flow.
- Delete notes that are no longer needed to avoid outdated information.