Notes help your team collaborate inside the flow editor. You can place sticky notes directly on the canvas to document decisions, leave reminders, or explain complex logic—without changing the flow behavior.
Add flow notes fast (for team clarity)
If you just need the fast path, follow this:
- Double-click an empty canvas area to create a note
- Click inside the note and type your reminder
- Hover the note and click X to delete it
You’re done. Notes stay on the canvas for your team but don’t change flow behavior.
Step-by-Step Process
- Open the flow you want to document in the flow editor.
- Find an empty area of the canvas (white space).
- Double-click (or double-tap, depending on your device) on that empty space.
- A blank sticky note appears.
[CAPTURE: Flow editor canvas with a blank yellow sticky note appearing after a double-tap/double-click.]
- Click inside the note.
- Type your message (for example):
- “This split routes by district. Confirm list quarterly.”
- “Webhook expects JSON: {status, score}.”
- “Do not change this node without notifying the support team.”
[CAPTURE: A note being edited with sample teammate instructions.]
- Hover your mouse over the note.
- Click the X in the top-right corner of the note.
- Confirm the note disappears.
[CAPTURE: A note with the top-right “X” visible on hover, being clicked for deletion.]
Common Issues & Quick Fixes
Problem: Double-tap / double-click doesn’t create a note.
Fix: Make sure you’re clicking on empty canvas space, not on a node or connection. Try double-click on desktop. Zoom out slightly to ensure you’re not selecting another object.
Problem: I can’t see the delete “X”.
Fix: Hover over the note (the X typically appears on hover). If you’re on a touch device, tap the note once to bring up controls.