In the RightFlows > Workflows tab of the Advisor Portal, you can utilize workflows to assign tasks to clients and streamline your planning processes. Within an active workflow, you have the ability to take advisor notes at the step level.
To add notes within a step, click into that workflow, and then again into the individual step. Click into the Notes subtab within this drawer, and then click the blue Add Note button. These notes are only visible at the advisor level, and will never be visible to your clients.
