Planner notes
OverviewThis article explains when to use planner notes, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Overview
This article explains when to use planner notes, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Planner notes sits within Work / Planner. It is designed to work alongside related articles such as Adding planner items to a worksheet, Completing a job from the planner, Opening job details from the planner, so users can move through the workflow without relying on one giant reference page.
Main actions
- Create a note when you need to record date-specific context that should sit alongside the planner rather than inside a single job.
- Edit or revisit existing notes directly from the day view when the plan changes.
- Common on-screen actions include Add to Worksheet, Update Date, Cancel.
Important fields
- Planner note content should be short, clear, and specific enough to help the team on that date.
- Content: Look for input such as “Enter note content...”.
- Mark as important: Turn this option on only when it applies to the current workflow.
- New Due Date: The next due date will be automatically recalculated based on each job's schedule settings.