Whether you’re working in the Standard or Advanced Builder, notes play a vital role in enhancing collaboration and maintaining clarity across complex workflows. They help teams communicate logic, document key decisions, and provide quick context for future reference—all without leaving the canvas. This guide will show you how to access, create, and organize Sticky Notes in the Advanced Builder to make your workflows more transparent, consistent, and easy to manage.

Using Sticky Notes #

Start by clicking the Sticky Notes icon on the left panel of the Advanced Builder.

Next, choose a color for the note and click the area in the builder where the note should be added.

Double-click inside the text box to begin composing your message.

When you hover over the note, additional options will appear, allowing you to copy, edit, delete, or change the note’s color.

Once you begin typing, text options will appear beside the note. Use these to apply styles, add links or images, or change the size of the text.

When you are satisfied with your message, click the builder to exit the note editor.

Leveraging notes effectively ensures your workflows remain organized, transparent, and easy to follow. With support for text, color-coding, links, and images, Sticky Notes provide a powerful way to document logic, group steps, and keep your team aligned.

Frequently Asked Questions #

What are Sticky Notes in the Advanced Builder? #

Sticky Notes are on-canvas annotations that let you document logic, key decisions, and context directly within a workflow to improve collaboration and clarity.

How do I add a Sticky Note? #

Click the Sticky Notes icon on the left panel, choose a color, click where you want the note, then double-click inside the text box to start typing.

Can I style the text in a note? #

Yes. Once you start typing, text options appear beside the note so you can apply styles, add links or images, and change the text size.

How do I edit or delete an existing note? #

Hover over the note to reveal additional options that let you copy, edit, delete, or change the note’s color.

How do I finish editing a note? #

When you are satisfied with your message, click anywhere on the builder canvas to exit the note editor.

How do Sticky Notes help my team? #

They keep workflows organized and transparent by documenting logic, grouping steps, and giving everyone shared context without leaving the canvas.