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Workflows: Rich Text Editor for “Add Notes” action

December 24, 2025/in What's New? Documents & Contracts

The Add to Notes Action Now Supports Rich Text Editing – you can format your notes with bold, italics, underline, strikethrough, lists, and links, allowing for clearer and more scannable notes.

  • Open the Add to Notes feature.
  • Type your message and use the toolbar to apply formatting (bold/italic/underline/strikethrough, bullets/numbering, links).
  • Save – your formatted note will be stored and visible wherever notes are displayed.

Teams can highlight important details, create checklists for follow-ups, and link supporting documents, making notes more easily scannable.

Kapture 2025-12-23 at 19
https://clixio.io/wp-content/uploads/2025/12/e30296d7f8a5c9ed58fdca39909dd5b3.gif 558 540 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-12-24 00:17:002025-12-24 00:17:00Workflows: Rich Text Editor for “Add Notes” action

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