@MEGO Thank you! Thank you! Thank you!
Fantastic, thank you!
Thanks @MeganLegge!
Can confirm we have turned on the beta in our portal and it works as expected.
Very good addition, one less external app to worry about!
Also good to hear pin and custom objects are on the roadmap.
Would it be possible to include into that -colored tags- as well?
The feature is already present for Deals & Tickets boards and it is VERY useful.
Of course, might not be as easy as copy-paste to implement into Notes; but it would increase their visibility (and so usefulness) greatly!
Yes please @MeganLegge an ability to visually differentiate some notes from others is key. Some might be basic information, some might be warnings etc.
and while we are at it @MeganLegge the ability to pin the note such that it is visible independently of the tab being used in middle pane of the contact record. Notes buried in the notes tab will be overlooked, even if they are pinned, which isn’t good enough for “warning” type notes.
Thanks.
@deegeetee what level of HubSpot are you using?
I maybe needed to refresh but it’s there now and working great. Thanks.
Hi @deegeetee ,
It’s correct that the Create note action is now out to all customers with access to the workflows app. Are you perhaps looking for the action in a custom object type workflow? That functionality was not included in this version, though we’re currently investigating our ability to add it there as well.
Best,
Megan
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@MeganLegge this doesn’t seem to be deployed on ALL object records (specifically custom objects like Event Hapily records). Is this something that will be available on all records soon?
@JdeRocquigny Correct, this action is not currently supported in custom object workflows. However we are working on adding that functionality now (along with note pinning). Stay tuned for updates. Best, Megan
@MeganLegge glad to hear pinning is coming. I mentioned previously, but in case wasn’t seen, it would be great if pinning meant that the note
i) was always visible
ii) had some sort of icon or color-coding options to distinguish say different levels of importance.
Quick update:
Create note action is now available in custom object workflows
Create note action now includes the ability to “pin” the note.
Thanks to everyone for the feedback about how we could improve the action 
I’ve made sure all other feedback about visibility and priority of notes on CRM records has been passed along to the appropriate teams.
Hey @MeganLegge!
The new feature is cool and working, but still lacking a very imporatnt feature:
Association of the note to all other linked records!
For manually created notes this can be configured:
Would it be possible for this featre to be included for notes created via workflow?
@MeganLegge Thanks! I actually just noticed the ability to pin the note on a record, super cool! Thanks for making this a reality!
@MeganLegge @AVChrista good news on being able to pin, although i don’t see this available?
Amazing. Great job Product Team. The pin feature makes this super valuable.
Creating Notes (and being able to pin them) is great. I was thinking that it will be great to automatically have Note fields auto-populate like with a snippet - usng the personalize function to auto-populate text. But when you go to the Note editor within a workflow, it does not give you the option to personalize (auto-populate from certain fields) the way snippets do. Any chance personalizing is coming to workflow notes?
Hi @deegeetee personalization is possible by selecting properties and fields from the panel that opens when typing in the note body field
add property token to note body field