Advanced Builder Comments

Like Sticky Notes, Comments are a valuable tool for keeping teams aligned on different aspects of a workflow. The key difference is that while Sticky Notes are prominently displayed within the builder, Comments are accessible through the left panel or via the icon above an action. Additionally, each comment is tagged with the user’s initials, allowing team members to easily identify who left the message.

Using Comments is straightforward. In the Advanced Workflow Builder, click the Workflow Comments icon on the taskbar to view, add, or manage comments.

Within this section, you can access both general workflow notes and notes linked to specific actions, each displayed in its respective area.

To add a general comment, enter your message in the Workflow Note section. Make sure your message is clear, concise, and relevant to the workflow, keeping the character limit in mind.

Adding a note to a specific action requires a few additional steps. Hover over the desired action and click the three-dot icon. Select Notes, compose your message, and then click Send to save it.

Once added, your comments will be visible to all users either in the Comments section or by clicking the icon above the action.

📌Note: Workflow Comments display essential details such as "Created by," "Updated by," "Created on," and "Edited on" information, allowing users to track who made changes and when those changes occurred. Hover over the user’s initials to display their full name.

By effectively using Comments, teams can maintain clear communication, provide context where needed, and ensure everyone stays aligned throughout the workflow.