Notes on Workflow Cards

Walk into every follow-up with the full context from previous steps. Notes are now available on the Workflow Card activity timeline, so teams can pass insights, follow-up items, and other notes for the future.

Highlights

Rich text notes:
Format your notes, add bullet points, and link straight out to a document, form, or resource.
One team record:
Every note shows who wrote it and when, and anyone with Card access can read it.
Survives the handoff:
Reassign a Card and the next person picks up with the full story already there.