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Workflow Notes, Action Notes & Sticky Notes – BizStackPro Help

BizStackPro Help Center · Workflows & Automation

Workflow Notes, Action Notes & Sticky Notes

Keep workflows organized and easy to understand using Workflow Notes, Action Notes, and Sticky Notes inside BizStackPro.

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Why Notes Matter in Workflows

Notes inside workflows help teams collaborate, document logic, and reduce confusion—especially in complex automations with multiple triggers and actions.

Centralized internal communication for anyone who touches the workflow
Clear documentation so future edits don’t break your automation
Faster onboarding when a teammate needs to understand “why this exists”

Where to Find Notes in the Workflow Builder

Notes are available from the workflow builder sidebar. This makes it easy to document the big picture, add step-by-step context, and drop visual reminders without leaving the canvas.

Quick tip: If you’re troubleshooting or reviewing a workflow with a teammate, open the sidebar tools first—then scan notes before changing any logic.

Open the workflow builder for the workflow you want to review.
Use the sidebar to access notes and other workflow tools.
Keep notes open while you edit so documentation stays visible.

Workflow-Level Notes

Workflow-Level Notes provide high-level context and instructions for the entire workflow. Use them to explain the goal, the audience, and any “do not change” rules your team should follow.

How to add Workflow Notes

Open the workflow you want to document.
Open the notes panel from the workflow builder sidebar.
Write a clear overview (goal, triggers, and expected outcome).
Save your workflow—notes are stored with the workflow.

Recommended: Include the workflow purpose, who it applies to (tags/pipeline stage/source), any critical steps that must remain, and who owns it.

Notes also show author and edit history so your team can track who created and updated them.

Action-Level Notes

Action Notes attach directly to individual workflow actions. Use them to explain why a step exists, what it depends on, and what will break if someone changes it.

How to add Action Notes

Open the workflow builder and locate the action you want to document.
Hover over the action and click the notes icon on the action card.
Add a short explanation (why it exists + expected result).

Best practice: For complex steps, include the “why” and the “expected result.” That’s what prevents accidental edits later.

After adding an Action Note, the notes icon stays visible on that action and your notes appear in the centralized notes view for quick review.

Sticky Notes

Sticky Notes are highly visible notes placed directly on the workflow canvas—perfect for reminders, hand-off instructions, and visual guidance for anyone editing the workflow.

Sticky Note features

Color selection for organization
Rich text formatting
Image attachments
Hide Notes toggle to temporarily clean up the canvas

Tip: Label sections like “Intake,” “Nurture,” “Booking,” and “Follow-up.” Use consistent colors (red = warnings, blue = info, green = complete).

Common Use Cases

Workflow Notes: objectives, scope, ownership, and “how it’s supposed to work.”
Action Notes: explain logic, conditions, dependencies, and guardrails tied to a step.
Sticky Notes: visual labels, hand-off reminders, and onboarding cues directly on the canvas.

Build workflows your team understands

Clean documentation inside workflows saves time, prevents mistakes, and keeps your automation scalable.

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Frequently Asked Questions

Who can add Workflow-Level Notes?

Only admins can add Workflow-Level Notes to ensure control over high-level workflow context.

What is the difference between Workflow Notes and Action Notes?

Workflow Notes apply to the entire workflow, while Action Notes are attached to individual workflow actions.

Can Sticky Notes be hidden?

Yes. Sticky Notes can be temporarily hidden using the Hide Notes toggle without deleting them.

Can I see who edited a note?

Yes. Each note displays who created and last edited it, along with timestamps.

Are Sticky Notes customizable?

Yes. Sticky Notes support color selection, rich text formatting, and image attachments.

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Keep your automations readable

Add workflow notes, action notes, and sticky notes so future you (and your team) can edit with confidence—without guessing what each step was meant to do.

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Better documentation. Fewer mistakes.