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.Â