Notes Tab

Updated on October 2, 2018
Download PDF

Notes allow you to add information about an individual item. Notes can be used to collaborate with team members in the Editor and will not appear to end users. Notes are with be used in Walk-Thrus and Launchers.

The Short Version

Notes provide an easy way to describe settings that have been applied or you would like to apply to an item. A Note can be added at the point of creation or after the fact in the Notes tab of the Options Menu. The note will then be visible in the Editor when hovering over the item. Notes are also displayed on screenshots for Walk-Thru steps and Launchers so if you export the screenshots as pdfs to share Walk-Thrus with a stakeholder before publishing, Notes can provide additional clarification.

Keeping detailed notes allows you to more easily communicate with colleagues and make edits in the future. Here are a few examples of why you may use Notes:

  • If you create a step based on an element that you know is likely to change with a new UI release, leave a note flagging this as an important item to keep an eye on
  • Add a note to explain the reason for a certain step in a complicated process so colleagues will better understand the Walk-Thru build
  • Write a note during the initial configuration of a Walk-Thru step as a reminder to yourself to come back to it to add in an advanced feature after completing the main path

How It Works

Add a Note

Notes can be created:

  • For Launchers: In the Options Menu in the Notes tab
  • For Walk-Thru Steps:  In the initial configuration of the step or in the Options Menu in the Notes tab 
  • For Popup Steps: In the Options Menu in the Notes tab
  • For Flow Steps: In the Options Menu

Viewing a Note

Notes will appear in the Editor when you hover over the item in the Editor.

The Note will also be visible in the screenshot of a step or Launcher.

Notes Best Practices

Walk-Thrus: When you first build a Walk-Thru, the best practice is to build out the basic steps (the “main path”) and go back afterward to add in advanced features. Use Notes to record the necessary modifications.

Flow Steps: When adding Flow Steps, use notes to explain why the feature is needed or explain complicated Rules.

Launchers: Add Notes to a Launcher to record Segmentation and Goals that you or a teammate can go back and add later.

Was this article helpful?

Related Articles