Use Cases

• Flag a step that's connected to an element likely to change in a future UI update
• Explain the reasoning behind a step in a complicated process so teammates understand the build
• Leave a reminder to come back and add an advanced feature after completing the main path
• Record segmentation and goals on a launcher for yourself or a teammate to add later

How It Works

Notes can be added when you first create an item or at any point afterward from the Notes tab in the item's settings. Once added, the note is visible in the editor when hovering over the item. Notes also appear in screenshots for Smart Walk-Thru steps and launchers, so if you export screenshots as PDFs to share with a stakeholder before publishing, notes can provide additional context.

Adding a note

Select the + Add icon in the header of the item's settings.

Viewing and editing notes

• Open the Options menu next to an item
• Hover over Notes to see a preview
• Select Notes to view and edit the full note

Note are also visible in the screenshot of a step or launcher.

Best practices

Smart Walk-Thrus: Build out the basic steps first, then use notes to record the modifications and advanced features you plan to add afterward.

Flow steps: Use notes to explain why a feature is needed or to document complicated rules.

Launchers: Add notes to record segmentation and goals that you or a teammate can come back and apply later.

Technical Notes

• Notes can't be added from Menu Organizer, Content Manager, or TeachMe
• Saving changes to a shuttle or resource in TeachMe that had notes will delete the note from the item