GoHighLevel Workflow Notes Guide

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How to Use Workflow Notes and Sticky Notes in GoHighLevel

If you manage complex automations across platforms like ClickUp and GoHighLevel, clear documentation inside your workflows is essential. Workflow notes and sticky notes help you explain what each automation does, why it exists, and how your team should use it. This guide walks you through adding, editing, and organizing notes directly inside your workflow builder so nothing gets lost.

What Are Workflow Notes in GoHighLevel?

Workflow notes in GoHighLevel are simple, text-based annotations you can attach to a specific workflow action. They are designed for internal use, so your team can quickly understand the purpose and logic behind each step of an automation.

Key characteristics of workflow notes:

  • Linked to a single action inside a workflow
  • Appear in the workflow canvas next to that action
  • Do not affect the behavior of the automation
  • Are visible only to users inside your account

Workflow notes are useful when you have multiple team members editing GoHighLevel automations and you need a consistent way to explain logic, exceptions, and special cases.

What Are Sticky Notes in GoHighLevel Workflows?

Sticky notes in GoHighLevel are visual note boxes you can place anywhere on the workflow canvas. Unlike action-level workflow notes, sticky notes are not tied to a single step. Instead, you can use them to group, label, or describe entire sections of your automation.

Main uses for sticky notes include:

  • Labeling segments of the workflow, such as “Lead Nurture” or “Re‑activation Sequence”
  • Adding implementation instructions for your team
  • Calling out special logic or conditions
  • Highlighting areas that still need to be completed

Using sticky notes in GoHighLevel makes it easier to scan a complex automation and understand the structure at a glance.

How to Add a Workflow Note to an Action in GoHighLevel

Use workflow notes when you want to document a specific step in your automation. Follow these steps to attach a note to an action in the GoHighLevel workflow builder.

Step 1: Open the Workflow in GoHighLevel

  1. Log in to your GoHighLevel account.
  2. Navigate to Automation and select Workflows.
  3. Click on the workflow where you want to add notes.

Step 2: Select the Action You Want to Document

  1. In the workflow canvas, locate the action that needs explanation, such as a Send Email or Wait step.
  2. Click the action box to open its settings panel.

Step 3: Add or Edit the Workflow Note

  1. Inside the action settings, look for the section dedicated to Notes or Workflow Notes.
  2. Click into the text area to start typing your note.
  3. Describe the purpose of the step, any special conditions, or what should be edited in the future.
  4. Save or update the action so the note is stored with that step.

Tips for better workflow notes in GoHighLevel:

  • Keep each note focused on why and when the step is used.
  • Mention related triggers, tags, or pipelines if they are important.
  • Include owner or date information if multiple users update the same workflow.

How to Add Sticky Notes in GoHighLevel Workflows

Sticky notes are perfect for documenting bigger areas of your process or giving high-level instructions. Here is how to add and use sticky notes in the GoHighLevel workflow builder.

Step 1: Open the Workflow Canvas

  1. From your GoHighLevel dashboard, go to Automation > Workflows.
  2. Open the workflow where you want to add sticky notes.
  3. Make sure you are in the main canvas view, not just inside a single step.

Step 2: Add a New Sticky Note

  1. Locate the option or icon for adding a Sticky Note on the workflow toolbar or panel.
  2. Click to create a new sticky note on the canvas.
  3. A text box will appear that you can type into.

Step 3: Customize and Position the Sticky Note

  1. Give the sticky note a short title such as Welcome Sequence or Do Not Edit.
  2. Add any additional text your team needs, such as requirements, owner, or version details.
  3. Drag the sticky note so it sits near the relevant group of actions.
  4. Resize the note if the interface allows, so it is easy to read without covering important steps.

Sticky notes in GoHighLevel are especially helpful in shared accounts, agencies, and multi-location setups where many users need quick context before editing a workflow.

Best Practices for Documenting Workflows in GoHighLevel

Well-documented automations reduce mistakes, speed up onboarding, and make audits easier. Combine both workflow notes and sticky notes in GoHighLevel using these best practices.

Use Workflow Notes for Step-Level Details

  • Explain why specific delays, conditions, or filters were chosen.
  • Document any tags or custom fields referenced in the step.
  • Clarify what should be changed if the offer, list, or pipeline is updated.

Use Sticky Notes for High-Level Sections

  • Label each main phase of the automation (e.g., New Leads, Onboarding, Re-engagement).
  • Add warnings for sensitive areas such as billing or cancellation steps.
  • Highlight any temporary experiments or A/B test sections.

Keep Notes Up to Date in GoHighLevel

  • Update workflow notes whenever you change logic, triggers, or key messages.
  • Use a consistent format, such as including the date and initials at the end of a major note.
  • Review notes regularly as part of your automation maintenance process.

When to Use Notes vs. Other Documentation

While workflow notes and sticky notes in GoHighLevel are powerful, you may still use external documentation tools for broader process maps or client-facing documentation.

Use in-workflow notes when:

  • You want quick, in-context guidance for editors.
  • You need to explain specific triggers, conditions, or messages.
  • You want to label sections so new team members can navigate easily.

Use external documentation when:

  • You need a full standard operating procedure (SOP).
  • You are documenting strategy, KPIs, or multi-system flows.
  • You share processes with clients who do not log in to GoHighLevel.

Additional Resources for Mastering GoHighLevel

If you want to explore the original platform documentation on workflow notes and sticky notes, you can review the official help article at this GoHighLevel support page.

For broader strategy, implementation help, and optimization of your GoHighLevel account as part of your overall funnel and CRM system, you can learn more at Consultevo, which focuses on scalable marketing operations and automation.

By combining clear workflow notes, well-placed sticky notes, and consistent documentation habits, your team can manage complex automations in GoHighLevel with confidence and avoid confusion when workflows evolve over time.

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