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
- In the schedule pane, click a scheduled shift.
An action menu appears. - Click the Edit Notes icon (  ).
The Edit Shift Notes dialog box appears. In the Notes text box, type your note.
- (Optional) If you type a note and decide that you want to delete all the text and start over, do the following:
- Click Clear.
The text is removed from the text box. - In the Notes text box, type your new note text.Â
- Click Clear.
- Click Save.
A note icon appears on the schedule bar.
Editing a note
- In the schedule pane, click on a scheduled shift that has a note.
An action menu appears. - Click the Edit Notes icon (  ).
The Edit Shift Notes dialog box appears. - Edit the text in the Notes text box and click Save.
The note updates to reflect your changes.Â