How-toNo code needed

Add a sticky note

Leave yourself or a colleague a reminder on the canvas about an open question, with no effect on how the care flow runs.

Building a care flow raises questions that can't be answered yet. A sticky note parks one on the canvas so it isn't lost.

Sticky notes have no effect on the care flow. They don't run, they don't gate anything, and they can be added or removed at any time, including after the flow is live.

Add and edit a sticky note

  1. In the track builder, open the step library and select New sticky note.
  2. Drag it onto the canvas, or use Ctrl + P.
  3. Double-click it. The side pane opens, ready to type in.
  4. To delete it, click the note and then the trash icon.

A sticky note on the canvas beside a step, with its text open for editing in the side pane

Use them for questions, not answers

A sticky note is the right place for "check with pharmacy whether this dose is right" and the wrong place for "this step exists because of the 2024 protocol change". The second one is documentation, and it should outlive the build.

Clear notes as they're resolved, or the canvas fills up with questions that already have answers.

Next steps

Next: Monolithic vs modular care flow design for where to draw the boundaries between tracks and between care flows.

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