How to add Notes in the Planning
Updated 4 weeks ago
Optimize your workflow by adding notes in the Planner to provide context to your posts with reminders about links or images before publishing and to improve team collaboration by sharing ideas and receiving feedback directly on each post.
Notes are also available for library posts.
How to create a note in the Planner?
Follow these steps:
Click ‘Create new post’ or click on a post in the calendar.
Click the Notes icon in the top right corner of the post.
Write your comments in the text box.
Click save to create your note.
Any post that includes a note will have a blue circle over the icon.
Editing and deleting posts
Find the post that contains the note you want to modify.
Click the Notes icon in the top right corner and locate the note you want to update.
Click the three dots and choose Edit or Delete.
Posts with notes
Posts that contain notes can be identified by the note icon included in the scheduled post.
Apply filters in the calendar to easily see posts that contain notes.
To check if another team member has left a note comment, select the "unread notes" filter: this way, posts with notes from other users will appear in the planner.
Rich text in notes
Notes support bold, italics, headings, bulleted and numbered lists, and links, using the same editor as dashboard insights. Until now, notes were plain text.
FAQs
Can I @ mention users in a note?
Can I see who created a note?
Yes, the note shows the email address of the user who created it.
Who can see the notes?
Once a note is saved, it is visible to any user with access to the planner.
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