How do I add a note to a workflow step?

Roles Admin, Job/User Editor, Job Editor, and User have permission to perform this task. 

Each workflow step allows you to add notes, some may have it as a requirement. A note is 5,000 characters or less that answers a question or provides additional information on the workflow step it is associated with. 

To add a note to a workflow step follow the steps below:

1. Navigate to the step you would like to add the note to.

2. Select the + button.

3. A menu will pop up, select Add Note. 

4. Type in your note. You may also use talk-to-text by selecting the microphone icon. 

5. Press Save. 

Your note has now been added. 

If you need to edit or add to this note select the + button again, choose Edit Note, make your changes, and press save. 

Only one note can be added to each step but you can create line breaks to organize the information. 

Additional Information

Other areas you can add notes are Internal Notes.