You can add notes to items or an entire plan. This keeps everything your volunteers need in one place so they can have confidence that they are prepared. Plan notes are available in the Services app and Church Center.
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Item Notes include song information such as BPMs, CCLI numbers, and song sequences. They can also have other categories, such as the person responsible for the item, lighting, or band cues.
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Plan Notes can be used for information that applies to a specific team regarding the whole plan, such as notes about the sermon that not everyone needs to see.
Item Notes are attached to a specific plan item. You can add notes in previously set up categories, and you can add new note categories.
To see item notes in a plan, click the three-line menu in the upper right corner and select the note categories you'd like to see in the plan.
Notice
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.
To add notes to an item, select the item and use the fields under the Notes tab.
You can also add notes to any field displayed in the plan without opening the details by hovering over the note column on the item row, and type in the note.
Tip
Hold Shift + Enter to create a line break within the note.
You can customize your item note categories to fit the needs of your church. To access note categories, click the gear icon in a Service Type, and then click Settings to be taken to the Service Type Settings tab.
You can reorder the list of categories, and each category can be edited or deleted.
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To add a new category, click Add.
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Reorder the categories by dragging the handles.
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Edit a category title by hovering over it and selecting the title.
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Delete a category by hovering over it and clicking the red minus icon.
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If you want to hide categories from the plan when they're blank, drag them to the Occasionally Used section
Once a note category is deleted, Administrators have seven days to be able to recover it.
Danger
After seven days, the note category cannot be recovered.
From the Service Type Settings page, click View recently deleted categories and click the category to recover it.
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The category will be added back to the list, and any notes made in previously will be restored.
Plan notes apply to the whole plan, not just an individual item. Plan notes also show in the matrix and Church Center. You can add notes in previously set up categories, and you can add new note categories.
Plan note categories can be assigned to specific teams, so only the relevant notes are visible by default.
To add a Plan Note to an existing category, click Notes in the left menu to expand the section and click Add.
Select the category, add the note, assign the team(s) who can view it, and then click Submit to add it to the plan.
Notes are organized by category in the Notes section for the assigned teams.
To add a note to the Matrix, expand the Plan Notes section and select any cell to edit the plan note. Press Enter to save your note.
You can customize your categories for plan notes to fit your church's needs. To access note categories, go to the Service Type Settings by clicking the gear icon in a Service Type and selecting Settings.
In the Plan Note Categories section, hover over a category and click the pencil icon to edit. You can also add new categories, reorder your categories, or restore recently deleted categories from here.
Volunteers can view notes on whatever device they prefer, desktop, Services app, or Church Center! Here's where to find them.
Desktop
Item notes can be viewed by exposing them in the plan or by opening the details of an item.
Services App
You can view these the same way in the mobile app.
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In the plan, if the column is exposed:
Tip
If you can't see all your columns on mobile, turn your phone into the landscape position to see more of the screen.
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In the item details:
Church Center
In Church Center, the My Schedule page will include your plans from Services. Tap the services to see the Plan Details, which will consist of any plan notes assigned to the team you are serving in under My Notes.
