1. Click on Note Viewing Add+ in the blue menu to the left or Select Other Note at the bottom of the workflow components menu.
2. At the top of the screen, click View then Customise.
3. Select the Note Type(s) you want from the left pane and move them to the right pane using the blue arrow or double click on selection.
4. Click OK when finished.

To use list, select Personal in the Note Type List Filter dropdown.

---

Updated: 26 May 2026