Enhance Workflow Management with the New Notes Feature on FirstDirect360

FirstDirect360 introduces Notes for workflows! Track, customize, and organize workflow information with new options like Sticky Notes, Action-Level Notes, and more.
What's New: Notes for Workflows

We’re excited to announce the launch of Notes in workflows, a highly requested feature that gives users the ability to add, track, and organize essential information for each workflow. This update provides better organization, clarity, and collaboration for workflow processes, with features like Workflow Level Notes, Sticky Notes, and Action Level Notes.

Key Features of Workflow Notes

  • All-New Sidebar
    • The redesigned sidebar simplifies navigation with a dedicated section for Notes and Sticky Notes alongside the Stats View, which can be toggled on or off by clicking the icon. When enabled, the icon will highlight, indicating Stats View is active.

Screenshot of the redesigned sidebar in workflows, showing the dedicated section for Notes and Sticky Notes alongside the Stats View toggle icon.
Screenshot of the Stats View toggle icon in workflows, highlighted to indicate that Stats View is active.

  • Workflow Level Notes
    • Admins can now add notes to a specific workflow for everyone to view. This feature tracks who created or edited each note and when changes were made, ensuring transparency and accountability. Simply click the Notes icon, enter details, and save—notes are preserved with the workflow, keeping all team members informed.

Screenshot of the Workflow Level Notes interface, displaying options to add, edit, and track notes with timestamps and user accountability.

  • Sticky Notes
    • Sticky Notes are customizable with color options, making it easy to categorize and differentiate notes. With a rich text editor, users can format text and even add images to these notes. Toggle visibility with the Hide Notes option, allowing you to display sticky notes only when necessary.

Screenshot of Sticky Notes in workflows, showcasing customizable color options and a rich text editor for formatting and adding images.
Screenshot of a Sticky Note in workflows, showcasing the rich text editor for formatting text and adding visual elements.
Screenshot showing the Hide Notes option for Sticky Notes, allowing users to toggle visibility as needed.

  • Action Level Notes (formerly Comments)
    • To add notes for specific actions, hover over the action and click the notes icon. Action-level notes provide a space for instructions, feedback, or context on individual tasks within the workflow. A visible icon appears on actions with notes, and each note maintains a history of edits for tracking discussions and updates. All action-level notes are also accessible from the primary Notes section, making it easy to search and view all notes in one place.
Screenshot of the Action-Level Notes interface, showing how to add or view notes attached to individual workflow actions.
Screenshot of the Action-Level Notes history, displaying a log of edits and updates for tracking changes over time.
Screenshot showing visible icons on workflow actions with attached notes, indicating where notes are available.
Screenshot of the primary Notes section in workflows, providing a centralized view of all notes, including action-level notes for easy searching and tracking.
Screenshot showing how to add an Action-Level Note by clicking the notes icon on a specific workflow action.

Use Cases for Workflow Notes

  • Workflow-Level Notes: Use these for overarching workflow descriptions, objectives, or contextual information, ensuring everyone is aligned on the workflow’s purpose.
  • Sticky Notes: Color-code tasks, create reminders, or leave visual cues for team members, aiding in task management and progress tracking.
  • Action-Level Notes: Attach detailed instructions, feedback, or context to individual actions, fostering clarity and enhancing teamwork, especially helpful for training and onboarding.

With Notes in workflows, managing tasks and collaboration has never been easier. Take advantage of these tools to keep your workflows organized, clear, and efficient.

author avatar
Brianna Johns
Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

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