How To Add Workflow Notes, Action Notes & Sticky Notes in Tekmatix to Streamline Collaboration

Keeping your workflows organized, clear, and easy to follow is critical for team efficiency—especially when multiple users are involved. Tekmatix now offers a powerful trio of note-taking tools within your workflows: Workflow Notes, Action Notes, and Sticky Notes.

These features help your team communicate internally, document process instructions, and guide new users—all directly inside your workflows. Here’s how to use each one effectively.

Why This Matters

Without context or instruction, automations can quickly become confusing—especially when workflows grow in complexity or are shared across teams. These notes provide:

✅ Clear documentation for team handovers

✅ Streamlined communication between admins and users

✅ Easy onboarding for new staff or clients

✅ Centralized visibility of decisions, edits, and intentions

Updated Sidebar Layout

Simplified Navigation: The Stats View is now conveniently located in the sidebar, making it easier to access alongside the new Notes and Sticky Notes tools.

Toggle Feature: Simply click the Stats View icon to turn it on or off. When it's active, the icon will be highlighted, giving you a clear visual indication that the view is enabled.

Use Case: Streamlining a Lead Nurture Workflow

Let’s say you’re managing a Lead Nurture Workflow for a real estate agency. You might:

• Use Workflow Notes to explain the overall journey and its purpose (e.g., “This workflow nurtures new leads with emails and assigns tasks to agents.”)
  

• Use Action Notes to explain why a delay timer is set for 2 days between email steps (e.g., “Allow time for lead to read and respond.”)
  

• Use Sticky Notes to pin visual reminders for the team, like “Check email open rate weekly!” or “Need to update agent tasks for Q3.”
  

This reduces back-and-forth messaging and keeps everyone aligned.

Feature Breakdown: Step-by-Step Instructions

1. Workflow Notes (Workflow-Level)

These notes apply to the entire workflow and are perfect for high-level context or guidance.

How to Use:

1. Open the workflow in Edit Mode.
   

2. Click the Notes icon on the left sidebar.
   

3. Type your notes—this could be goals, instructions, or context.
   

4. Notes auto-save when the workflow is saved.

Permissions:

Only Admins can add/edit Workflow Notes.

Tracking:

• Displays who created/edited the note and when.
  

• Keeps full history for transparency.

2. Action Notes (Step-Level)

Formerly known as comments, these notes attach directly to individual actions within a workflow.

How to Use:

1. Hover over any action in your workflow.
   

2. Click the Notes icon that appears in the top-right corner of the action box.
   

3. Add context, instructions, or explanations.
   

Highlights:

• Visible icon indicates notes exist for that action.
  

• All notes are searchable in the main Notes section.
  

• Tracks changes and updates with full note history.
  

Who Can Add Notes:

All users can add Action Notes.

3. Sticky Notes (Visual Workflow Notes)

Sticky Notes act like virtual Post-Its—great for visual reminders or coaching notes right on the workflow builder.

How to Use:

1. Click the Sticky Notes icon in the sidebar.
   

2. Choose a color.
   

3. Click in the builder to drop your sticky note.
   

4. Use the rich text editor to format content or attach images.

Features:

• Color-coding for categories or priority levels.
  

• Image attachments for reference graphics or screenshots.
  

• Visibility toggle lets you hide/show all sticky notes.
  
  

Use Cases At a Glance

Summary

Tekmatix’s Workflow Notes, Action Notes, and Sticky Notes aren’t just features—they’re collaboration power tools. Use them to reduce confusion, speed up onboarding, improve teamwork, and maintain clarity as your workflows scale.