Overview
The Workflow Notes, Action Notes and Sticky Notes features in ZipLeads give you an easy way to add context, comments or key information right inside your workflows. They help your team work together, keep communication clear, and make it simple to find important details when you manage workflows.
All-new sidebar
Easier navigation: The Stats View has moved to the sidebar. It now sits alongside the new Notes and Sticky Notes options, so it's easier to get around.
Toggle capability: Click the Stats View icon to turn this view on or off. When it's on, the icon is highlighted so you can see at a glance that it's active.
Workflow-level notes
Overview
Workflow Notes let you add comments or descriptions to the whole workflow. Use them to give context or extra instructions to your team. All users can see these notes, so everyone working on the workflow has the same understanding. They're especially handy when you share workflows across teams or automate complex processes where clarity matters.
Who can add notes
Admins can add notes to each workflow.
How to use
While you're inside a workflow, click the "Notes" icon in the sidebar to open the notes panel.
Add your notes to describe the workflow, give context, or share instructions that apply to the whole workflow.
Saving the notes
Your notes are saved automatically when you save the workflow, so nothing gets lost.
Tracking
Each note shows Created by, Edited by, Created on and Edited on details. This makes it clear who added or changed a note, and when.
Action-level notes (formerly known as comments)
Overview
Action Notes let you attach notes to individual actions in a workflow. Use them to explain a specific step in more detail, such as its purpose or any special conditions. This helps everyone on the team understand why the action is there.
Who can add notes
Every user can add Action Notes.
How to use
Hover over any action in a workflow and you'll see a notes icon in the top-right corner of the action. Click it to add notes for that action.
Visibility
Once you add a note to an action, the notes icon stays visible. This shows that there's extra context or instructions for that action.
History tracking
Each note keeps a history of additions, so your team can follow discussions, updates and feedback for that action.
Centralised notes view
You can also view and search all action-level notes in the main Notes section. This gives you one central place to review and manage every note in a workflow.
Sticky notes
Overview
Sticky Notes let you add highly visible notes to the workflow builder, so important information is always close at hand. They stay pinned to the builder, which makes them great for sharing critical information or reminders with everyone working on the workflow.
How to use
Click the "Sticky Notes" icon in the sidebar and choose a colour for the note. The sticky note will appear in the builder.
Customisation options
Sticky Notes are very customisable. Click the Sticky Notes icon to create notes in different colours. This helps you tell apart different categories or types of tasks.
Rich text editor
A rich text editor lets you format your text, so you can highlight key points or structure your notes.
Attach images
You can also attach images to Sticky Notes to make them more visual or detailed.
Visibility controls
Click the "Hide Notes" button to show or hide sticky notes. You can choose to keep them visible all the time or only when you need them.
Use cases
Workflow-level notes: Great for adding high-level descriptions, goals and context, so everyone understands what the workflow is for.
Sticky notes: Use colour-coded sticky notes to create task lists and visual reminders for your team, making it easy to track progress. They're also perfect for onboarding new team members or guiding users through each action step by step.
Action-level notes: Attach notes directly to actions to give specific instructions, feedback or background information. This keeps things clear and supports teamwork when different people help manage a workflow.











