---
title: "Viewing/Adding Notes"
slug: "viewing-adding-notes"
updated: 2026-08-11T11:47:07Z
published: 2026-08-11T11:47:07Z
canonical: "help.idibilling.com/viewing-adding-notes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing/Adding Notes

You can view notes on a Workflow and add new notes from either the Overview or Layout page. Both pages have an array of buttons on the right side of the gray banner. .

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80519.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)

You can access the Overview and Layout pages by several means, such as Search or My Workflows.

Click ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80474.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)to add a note.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80476.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)

Click ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80478.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)to show existing notes.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82692.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)

> [!NOTE]
> Note
> 
> Depending on how the note was added, the Note Level column may provide links to other views.

***Show Notes for Workflow Hierarchy*** is checked by default. When checked, all notes associated with that Workflow Hierarchy will be displayed.

The far left column indicates if the row is associated with a subworkflow. The link icon will display for all subworkflows.

The ***Workflow Name*** column is sortable so that you can group items in the results by Workflow Name.

The ***Note Level*** column includes the level property. When the note is at the step or task level, a link is provided that takes you to the details pages for that item.

#### Viewing Notes from Task Views

You can also view notes on a workflow instance from the Tasks in that workflow instance. This saves you from having to open multiple tabs to view order notes. To do this, click the ***notebook*** icon at the top right of the Task Details page, or in Tasks expanded in the My Tasks and Search grids.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85586.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85587.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A35Z&se=2026-11-14T11%3A47%3A35Z&sr=c&sp=r&sig=iNCrEuFgt5KcJH7lMbynblGdeltk23DAn8tYx4JYRi0%3D)