Notes / Comments in funnel workflow builder | Voters

Notes / Comments in funnel workflow builder

Jessica Paxton

It would be helpful if we could add notes alongside of each funnel page so that we could drop quick thoughts, to do’s etc, next to the specific page.

For reference, ontraport has this option to add digital sticky notes inside of their workflows. This is especially helpful if you have a team.

Hugh (Product Support Manager)

Thank you for posting, Jessica Paxton! I have a few more questions for you:

Could you provide more details on the type of information you'd like to include in these notes?
How often do you anticipate your team would use this notes feature?
Would you find it useful to have the ability to tag team members in these notes?

Jessica Paxton

Hugh (Product Support Manager)Sure! I am a solo entrepreneur, so for me it would just be having the ability to type up quick notes for myself as a reminder to do the next time I go to work on the funnel. 
I have worked with a team on projects for a client where this was beneficial to leave notes within the workflow for the team, so having a tagging feature would be an elevated version of that for sure. As I mentioned, this was in ontraport. I could add as many sticky notes as I wanted, adjust the placement and size, color code them, and type without a character limit. It was a really nice feature. I actually wrote a simple breakdown of how I setup the workflow for a quick reference guide.  
An example of how I would use notes would be like today where I duplicated a funnel for a future freebie opt-in but wanted to make a quick note inside of the funnel for what that would be. Instead I added this list of items and quick thoughts into my project management tool, but it would have been nice to have them within the funnel builder. That makes me also think an integration between a project management tool and the notes would be cool too. (For example: create a to do list in notes automatically creates a task in clickup.)

Jessica Paxton

Oh, and I personally would use it quite often if that was available.

David Lamoureux (Product Support Analyst)

Hey Jessica Paxton:! Thanks for your detailed response. Thank you for your feedback and adding this request. That's a great suggestion! We'll be sure to keep this open for our dev team for review. =) Thanks again!

Jessica Paxton

David Lamoureux (Product Support Analyst) You’re welcome! Unfortunately I do not have access to it anymore. Essentially it’s like the old Microsoft sticky notes feature we could put on our desktop.

Here’s a visual of what it would look like within the funnel. It would be cool to have this inside of our email workflows too.

David Lamoureux (Product Support Analyst)

Jessica Paxton: Awesome screenshot! thanks so much for that. We do have another request open for notes in the workflows. You can see it here: https://feedback.myclickfunnels.com/feature-requests/p/notescomments-on-workflows