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Adding and editing shift notes in Timeline Scheduling

Adding and editing shift notes in Timeline Scheduling

You can add notes to scheduled shifts. Notes contain custom messages about the shift.

Adding a note

  1. In the schedule pane, click a scheduled shift.
    An action menu appears. 
  2. Click the Edit Notes icon (  ).
    The Edit Shift Notes dialog box appears. 
  3. In the Notes text box, type your note.

  4. (Optional) If you type a note and decide that you want to delete all the text and start over, do the following:
    1. Click Clear.
      The text is removed from the text box.
    2. In the Notes text box, type your new note text. 
  5. Click Save.
    A note icon appears on the schedule bar.

Editing a note

  1. In the schedule pane, click on a scheduled shift that has a note.
    An action menu appears. 
  2. Click the Edit Notes icon (  ).
    The Edit Shift Notes dialog box appears. 
  3. Edit the text in the Notes text box and click Save.
    The note updates to reflect your changes.