The six original note types (standard, question, tip, warning, exception, risk) will be available as default types in a company. These were each designed with a specific usage in mind. However, custom types can be created by an administrator. Standard note types can also be edited by an administrator.
Standard
General information for the step.
Examples:
Submit the invoice within 5 days.
Attach the signed contract here.
Record the customer’s details in the system.
Send the approval request to the manager.
Question
Flag a common question that may arise.
Examples:
Who signs off on this step?
Is this step mandatory for all projects?
What format should the ID number be in?
Who receives the final notification?
Tip
Advice to work more effectively or thoroughly.
Examples:
Use the template to save time.
Double-check dates to avoid rework later.
Group similar tasks together for efficiency.
Add notes for context to help reviewers.
Save a draft before sending.
Warning
Highlight something to avoid or handle carefully.
Examples:
Incorrect data may invalidate the report.
Do not share login details with anyone.
Do not delete records once submitted.
Wrong file type will block submission.
Incorrect coding may cause payment delays.
Exception
Point out when a rule does not apply.
Examples:
Low-value purchases are exempt.
Contract renewals over 3 years require Board approval.
Internal projects don’t require this step.
Overseas orders skip this approval step.
Urgent cases can bypass this check.
Risk
Call out a business risk to be considered. This may help identify, point out and evaluate business risks that are contained in a process.
Examples:
Delays here may breach the SLA.
Delays here may cause penalties from the client.
Failure to log this could result in audit findings.
Skipping this step may cause financial loss.
Missing this deadline could impact compliance.