This article will cover how to add a shift note for a single shift. If you'd like to view how to add shift notes while creating scheduling Templates, see our article on How to Build a Template:
How to Build a Template
Create templates that you can use later to generate lots of shifts quickly, with team and room assignments already filled in!
Team members will see their notes in their Upcoming Shifts, on their Schedule, and when they Clock In if your team is using time and attendance.
Web
Whether you are adding a note in the Gantt or Grid view, the process is the same.
1) In the planner, hover over the shift you want to add a note to.
2) Click on the three dots that appear on the right of the shift.
3) Click "Notes."
4) In the text box, type in your note. When done, click "Save Note."
5) If you need to remove your Note, hover your mouse over the note and click the red "X" in the top right corner.
6) You will now see a small "Page" icon on the right side of the shift. Hover your mouse over the icon to see the note.
Mobile
1) From your left-hand menu, select "Master View".
2) Scroll through to find the date of the shift where you'd like to include a note.
3) Long press on that shift and click "Edit"
4) Enter your note in the "Notes" field and hit "Save"!