Who This Is For / When to Use
This article is for Kyrios users who build, review, or maintain workflows and need a reliable way to document intent, explain actions, or leave visual reminders for themselves or their team.
What Notes Do in Workflows
Notes provide non-executing documentation inside workflows, helping teams understand why a workflow exists, how actions should behave, and what changes have been made over time.
Where to Access Notes and Sticky Notes
All note-related tools are accessed from the workflow builder sidebar.
Click the Notes icon to open Workflow Notes and Action Notes.
Click the Sticky Notes icon to add visual notes to the canvas.
Workflow-Level Notes
Workflow-Level Notes apply to the entire workflow and provide high-level context for all users.
Workflow-Level Notes are visible to all users with access to the workflow and are best used for descriptions, objectives, or global instructions.
How to Add Workflow-Level Notes
Open a workflow in the builder.
Click the Notes icon in the sidebar.
Enter the workflow description or instructions.
Save the workflow to preserve the note.
Each note displays who created it and who last edited it.
Action-Level Notes
Action-Level Notes attach directly to individual workflow actions to explain purpose or configuration.
Action-Level Notes are ideal for documenting why a specific action exists or how it should be modified in the future.
How to Add Action-Level Notes
Hover over an action in the workflow.
Click the Notes icon on the action card.
Enter the note content.
Click Add to save the note.
Once added, the Notes icon remains visible on the action.
Sticky Notes
Sticky Notes are free-floating visual notes placed directly on the workflow canvas.
Sticky Notes are best used for reminders, onboarding guidance, or visually grouping workflow sections.
How to Use Sticky Notes
Click the Sticky Notes icon in the sidebar.
Select a color to create a note.
Enter text using the rich text editor.
Drag the note anywhere on the canvas.
Sticky Notes do not affect workflow execution.
Hide or Show Sticky Notes
Sticky Notes visibility can be toggled without deleting notes.
Click Hide Notes to remove Sticky Notes from view.
Click the Sticky Notes icon again to show them.
Rich Text Editor for Notes
All notes support rich text formatting for clarity and emphasis.
Available formatting includes:
Bold, italic, underline, and strikethrough
Headings and font size controls
Bullet and numbered lists
Hyperlinks
Rich text formatting helps standardize documentation across workflows.
Common Use Cases
Document Workflow Purpose
Use Workflow-Level Notes to explain what the workflow does and when it should be used.
Explain Complex Actions
Use Action-Level Notes to clarify filters, conditions, or dependencies on individual actions.
Add Visual Reminders
Use Sticky Notes for warnings, TODOs, or onboarding guidance directly on the canvas.
Common Issues and Fixes
Notes Are Not Visible to Other Users
Notes are only visible to users with access to the workflow.
Fix: Confirm the user has workflow access permissions.
Sticky Notes Disappear
Sticky Notes may be hidden rather than deleted.
Fix: Click the Sticky Notes icon or Show Notes option to restore visibility.
Frequently Asked Questions
Who Can Add Workflow-Level Notes
Only admins can add or edit Workflow-Level Notes to maintain control over global documentation.
How Action-Level Notes Differ from Workflow-Level Notes
Action-Level Notes document individual steps, while Workflow-Level Notes describe the entire workflow.
Are Sticky Notes Customizable
Sticky Notes support color selection and rich text formatting for visual organization.