Notes in Plans

Add notes with additional information to items or to an entire plan. Item Notes already hold BPMs, CCLI #s, and can be used for cues. Plan Notes are great for information pertaining to the whole plan instead of just one specific item.

Item Notes

In any plan, hover over an item and click the pencil icon then click the gear to edit the Item Note Categories.

Click on the pencil icon of an item

The list of categories can be reordered, and each category can be edited or deleted.

item note categories
  1. Reorder your Item Note Categories by dragging them.
  2. Select the pencil icon to edit a category.
  3. Delete a category by clicking the red minus icon.
  4. To add a new category, click add new category.

If you click on the pencil icon or the add a new category button, you can enter the name of the category and whether it is a Sticky category.

sticky

By default, all categories are Sticky, which means they are always available to quickly add notes for any item. If you have a category that you want to hide it until you actually need it, uncheck the box next to Sticky.

Once you've added your categories and made specific ones sticky, you should see the information in your plan.

Your notes will appear in columns in the Plan View.

If you don't see all of your note categories, it's because they are not sticky. Hover over the notes icon and check the box next to the categories you'd like to see next to your Plan Items. These options only apply to your plan view.

Song Options show the appropriate values for any linked songs. The Song Sequence and BPM are set on a song arrangement page but can be customized in the plan. The CCLI# is set on the song page.

Plan Notes

Plan notes are notes that pertain to the whole plan and not just an individual item. Plan notes also show up as their own rows in the Matrix.

In the sidebar of a plan, select the gear next to Notes.

notes gear

The list of categories can be reordered, and each category can be edited or deleted.

Note Categories
  1. Reorder your Note Categories by dragging them.
  2. Select the pencil icon to edit a category.
  3. Delete a category by clicking the red minus icon.
  4. To add a new category, click add new category.

Once you've created your category, click add a note and type the information you'd like to add.

In the Matrix, select the Plan Notes heading to make sure it is opened then click any cell to edit the plan note. To save your note, hit enter. To add an extra line in a plan note, hold down Shift and hit enter. 

Recover Deleted Note Categories

Once a note category is deleted, Administrators have seven days to be able to recover it. After seven days, however, the note category cannot be recovered.

Use the pencil (for Item Notes) or the gear (for Plan Notes) to go back to the categories.

recover deleted category

Select the gray box to see the deleted categories and select the category you want to recover.

The category will be added back to the list and any notes made it in previously will be restored.

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