Open topic with navigation

Adding and Viewing Notes in Team Schedule Planner

You can add, edit, or view daily note from the Fill Schedule and View Schedule tabs.

To Add or Edit Notes

If you have edit permission for Team Schedule Planner:

  1. Click the Notes icon to add or edit notes for the day's schedule.
  2. Click Apply Changes to save your changes.
  3. Click Save.

To View Notes

Click the Notes icon.

Related Concepts

Shift Management

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Team Permission Controls

About Teams

Viewing Team Schedule Assignments in Planners

Related Tasks

Changing a Team Schedule

Copying a Team Schedule

Creating a Team Schedule

Staffing a Team Schedule

Managing Teams

Linking to a Team Schedule Planner Page

Managing Team Schedule Time Slot Types

Managing Team Schedule Templates

Sending Team Schedule Notifications

Swapping Team Schedules

Reference

Copy Schedule Fields

Edit Custom Schedule Fields

Edit Template Fields

Swap Shift Fields

Team Fields

Team Membership Fields

Team Schedule Fields

Team Schedule Planner Fields

Team Schedule Planner Buttons and Indicators

Team Schedule Slot Fields

Team Schedule Template Slot Fields

Team Schedule Slot Type Fields

Team Schedule Template Fields

Team Settings

© Copyright 2009-2019 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation