Using workflow annotations

You can create annotations to write comments or reminders directly in your workflow. Add descriptions or comments to the steps, step chains, or connectors by using the annotations.
  • To create an annotation:
    1. Click the Workflow tab.
    2. In the left pane, click Workflows.
    3. Click a workflow that you want to open.
    4. In the workflow editor, right-click and select Add annotation from the menu.
    5. Enter your comment and click the arrow icon to post the annotation.
      The annotation is saved and visible on the workflow.
  • To edit the text in your annotation:
    1. Double-click an annotation.
    2. Update the text in the annotation.
    3. Click Submit () to save the changes.
  • To move annotations in front of or behind other objects:
    1. Click Options () and select Bring to front.
    2. Click Options () and select Send to back.
  • To move the annotations around the workflow editor, click anywhere in the annotation and drag to the point where you want it placed.
  • To change the color of an annotation, hover over the annotation then click the color wheel. Choose a color from the palette.
  • To add an annotation to a step chain:
    1. Click the Workflow tab.
    2. In the left pane, click Step Chains.
    3. Click a step chain that you want to open.
    4. In the step chain editor, right-click and select Add annotation from the menu.
    5. Enter your comment and click the arrow icon to post the annotation.
      The annotation is saved and visible in the step chain.
    6. To save the step chain, click Menu () in the upper right corner and select Save step chain.
    7. To exit the step chain editor, click the X in the upper right corner.

Related information:

Workflow page
Workflow Annotations
Creating a workflow
Creating and editing step chains
Parent topic: Preparing to use workflows