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Workflow Notes, Action Notes & Sticky Notes in Stack

Overview​

Stack offers a suite of features—Workflow Notes, Action Notes, and Sticky Notes—that enhance collaboration and streamline communication within workflows. These tools allow you to add context, comments, or key information directly within your workflows, making it easier to manage and reference critical details.

All-New Sidebar​

Easier Navigation​

The Stats View is now conveniently located in the sidebar, alongside the new Notes and Sticky Notes options, providing a streamlined navigation experience.

Toggle Capability​

Click the Stats View icon to toggle this view on or off. When active, the icon will be highlighted, offering a clear visual cue.

Workflow-Level Notes​

Overview​

Workflow Notes are visible to all users involved in a workflow, ensuring consistent understanding across the team. These notes allow you to add comments or descriptions at the workflow level, providing essential context or instructions.

How to Use​

  1. Click the Notes icon from the sidebar while inside a workflow to open the notes panel.
  2. Add your notes to provide descriptions, context, or instructions relevant to the entire workflow.

Saving the Notes​

Notes are automatically saved when the workflow is saved, ensuring that all information remains intact.

Tracking​

Each note includes details such as Created by, Edited by, Created on, and Edited on, providing full transparency about the note's history.

Action-Level Notes​

Overview​

Action Notes enable you to attach notes to individual actions within a workflow. This feature is particularly useful for explaining specific steps or conditions, ensuring clarity for all team members.

How to Use​

  • Hover over any action in a workflow to reveal the notes icon in the top-right corner.
  • Click the icon to add action-specific notes.

Visibility​

Once a note is added, the notes icon stays visible, indicating that additional context or instructions are available for that action.

History Tracking​

Each note maintains a history of additions, allowing teams to track discussions, updates, and feedback specific to that action.

Centralized Notes View​

All action-level notes can be viewed and searched within the main Notes section, creating a central hub for managing all workflow-related notes.

Sticky Notes​

Overview​

Sticky Notes provide a way to add highly visible notes to the workflow builder. These notes remain pinned, making them ideal for sharing critical information or reminders.

How to Use​

  • Click the Sticky Notes icon in the sidebar and choose a color for your note. The sticky note will then appear in the builder.

Customization Options​

Sticky Notes are customizable, allowing you to use different colors to differentiate between categories or tasks.

Rich Text Editor​

A rich text editor is available for formatting your notes, helping you emphasize key points.

Attach Images​

You can attach images to Sticky Notes for more detailed or visually informative notes.

Visibility Controls​

Toggle the visibility of sticky notes by clicking the Hide Notes button, giving you control over when notes are displayed.

Use Cases​

  • Workflow-Level Notes: Perfect for adding high-level descriptions and objectives to ensure everyone understands the workflow’s purpose.
  • Sticky Notes: Use color-coded sticky notes for task lists and visual reminders, ideal for tracking progress or onboarding new users.
  • Action-Level Notes: Attach notes directly to actions for specific instructions or feedback, supporting collaboration and clarity in workflow management.