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How to add notes to your workflow

Learn how you can add extra informations about your workflow

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over a week ago

When building your workflow there are many decisions that you make regarding your setup, these decisions are clear to you, but if you are working with a team, they might not be so clear to your colleagues, that is why Sheetgo has the option of adding Notes to your workflow.

These Notes can be useful to register extra information regarding how the workflow was built, what its main goal is, and other information that might be relevant to you or your team.

Add notes

To add notes, open the desired workflow and click on + New resource on the sidebar. Select the Add notes option.

Now you can just write down your notes on the text box, you can also add images and links to make it easier to share the workflow information with your team. When you are done just click on Save.

Edit your notes

After you add notes to a workflow a new Notes icon will appear on the sidebar. When you click on it you will be able to see the notes that have already been added to this workflow. If you need, click on Edit notes to change or add new information to this notes section.

Shortcuts

When writing and editing your notes you can use a list of shortcuts to have more productivity and streamline the writing process. You can easily combine keys to format, edit, and add images.

Here is the list of available commands:

Action/Description

Shortcut

Undo

Ctrl + Z

Redo

Ctrl + Y

Heading 1

Ctrl + Alt + 1

Heading 2

Ctrl + Alt + 2

Heading 3

Ctrl + Alt + 3

Heading 4

Ctrl + Alt + 4

Paragraph

Ctrl + Alt + 5

Bold

Ctrl + B

Italic

Ctrl + I

Underline

Ctrl + U

Code block

Ctrl + Shift + C

Left align

Ctrl + Shift + L

Center align

Ctrl + Shift + E

Right align

Ctrl + Shift + R

Insert link

Ctrl + K

Insert image

Ctrl + Shift + I

Numbered list

Ctrl + Shift + 7

Bullet list

Ctrl + Shift + 8

Insert action button

Ctrl + Shift + A

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