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How to add notes to the Schedule
How to add notes to the Schedule

Improve communication with your staff and Schedule managers by adding notes to Shifts.

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For Admins and Schedule managers. Learn about scheduling here.

You can add a note to any day on the Schedule to share important information with your employees or other Shift managers.


Add a note on the schedule

To add a note, click on the notebook icon directly under the date on the Schedule so that an editing window appears.

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Your entry in the Daily note field will be visible to everyone. Your entry in the Manager note field will not be visible to staff but only internally to you and other Schedule managers. Confirm by clicking Create.

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The Daily note / Manager note will be visible to scheduled employees and managers when they view their schedule on the Planday app and web.

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Add a note to the schedule via the Planday app

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  • Open the app and go to the Schedule.

  • Press and hold down the date.

  • Two options appear, one of which is the note icon 📄 to Add note. Drag your finger on this option and then release so that another editing window appears.

  • Enter your comments and confirm.


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