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How Can I Add Daily Notes To The Schedule?
How Can I Add Daily Notes To The Schedule?

Learn how to add & manage daily notes on the schedule to keep employees updated with any important information

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a month ago

Staying informed and sharing key updates is essential for smooth daily operations. You can add daily notes on your company's schedule to keep everyone, both managers and employees, informed on important daily details. This improves internal communications and decision-making. Let's dive deeper into this capability so you learn how you can add notes to the schedule, control their visibility so only the relevant people can view them, and manage them. 

This article we'll cover:

Benefits of Adding Daily Notes

Businesses need to consider how their macro environment, which includes variables like holidays, seasonality, special events, and circumstances, affects their daily operations. Adding daily notes directly to the schedule ensures that both managers and employees properly prepare for the work day ahead and make informed decisions. For admins, they enable you to make proactive scheduling decisions, address potential issues early, and share vital information and reminders more effectively. For employees, daily notes ensure that everyone understands the day's priorities, stays updated on changes, and works together in better alignment.

Examples of when to use the Daily Note:

  • Weather Delays: Alert employees about weather conditions impacting outdoor work or safety.

  • Road Closures: Notify teams of roadblocks or traffic disruptions that may delay material deliveries and employee commute times. 

  • Local Events: Inform staff about nearby events that could increase traffic and walk-ins.

  • Holiday Traffic: Prepare for higher foot traffic during holidays or sales events.

  • Safety Inspections: Communicate safety audits or inspections that may affect staffing and ensure employees understand the day’s expectations.

How to Add a Daily Note to the Schedule

To add a daily note to the schedule:

  1. Log in to your admin dashboard

  2. Access the Job Schedule feature from the left sidebar and then open the relevant schedule.

  3. Hover over the Daily info row at the top of the schedule, navigate to the relevant day, and click the + icon to add a daily note.

  4. Enter the note details:

    1. Add a title

    2. Add a description - You can include an image, file, and attachments.

  5. Control the note visibility - you can decide who can view the note. Under 'Who can see this?' select the relevant smart groups and/or individual users who can see this note on their schedules.  

  6. Save the note

  7. All done! It will now be displayed on the day you choose so that all relevant employees can stay informed. Take a look at the complete process illustrated below. 

Please note: daily notes can only be added/created from the desktop. It's not currently possible to add daily notes from the mobile app.

💡Tip: As an admin, you can view your daily notes from all three views of the schedule: Day, Week, and Month.   

How to Manage Your Daily Notes

Admins can easily edit and delete a daily note to fit the company's needs. Please note: any admin who has permissions over the specific job schedule can manage (edit and delete) an existing daily note, regardless of who created it originally.  

Edit  

You can edit everything regarding a note - from the title, note description, and note visibility to ensure only the relevant employees can view it.  To edit a daily note:

  1. Access the relevant schedule

  2. Click on the daily note

  3. Click on the three dots in the top right corner and then select Edit

  4. Make the necessary changes - you can change the title, the description, and employees who can see the note.

  5. When ready, Save it.

  6. All done - everyone can now see the most updated information!

Delete 

Before deleting a daily note from the schedule, keep in mind that this action is permanent, and the note cannot be recovered. If you need it later, you will have to create a new one. To delete a daily note:

  1. Access the relevant schedule

  2. Find the daily note you need and open it

  3. Click on the three dots in the top right corner

  4. Select Delete and confirm the action

  5. Make the changes you need and then Save it.

*While the ability to add Daily info/notes to the schedule is available for all plans, the ability to control the visibility of the notes is only available from the Advanced plan under the Operations hub and above*

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