Notes in Plans

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You can add notes to items or to an entire plan.

  • Item Notes include song information such as BPMs, CCLI numbers, and song sequence. They can also include other categories, such as the person responsible for the item, and audio/visual, lighting, or band cues.
  • Plan Notes are great for information that applies to the whole plan, such as notes about the sermon that not everyone needs to see.

Add Item Notes

Item Notes are attached to a specific plan item. You can add notes in previously set up categories, and if you need new note categories, you can add them!

First make sure that the correct note categories are visible in the plan by hovering over the notes icon, and then choosing the note categories you'd like to see in your plans.

categories

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.

To add notes to a plan, click in the white space in a category column, and type any information into the field.

Additional Ways to Add Notes

You can also add notes to items and access Occasionally Used categories by clicking pencil next to an item to edit it.

Click on the pencil icon of an item

Add notes to categories under Item Notes, or click add another note to view Occasionally Used categories that you can also add notes to.

occasionally used

Add Plan Notes

Plan Notes  pertain to the whole plan and not just an individual item. Plan notes also show up as their own rows in the Matrix. You can add notes in previously set up categories, and if you need new note categories, you can add them!

To add a Plan Note to an existing category, expand the Notes section, and click add a note.

add a note

Select the category, add the note, and then click Submit to add it to the plan.

enter information

The note will show up under the category in the Notes section.

view note

To add a note in the Matrix, expand the Plan Notes heading and select any cell to edit the plan note. To save your note, press Enter. To add an extra line in a plan note, hold down Shift and press Enter. 

add plan notes

Edit Note Categories

To access note categories, go the Service Type Settings tab. Click the gear icon in a Service Type, and then click Settings.

gear menu

You can reorder the list of categories, and each category can be edited or deleted.

item note categories
  1. To add a new category, click Add.
  2. Reorder the categories by dragging the handles.
  3. Edit a category title by hovering over it and selecting the title.
  4. Delete a category by hovering over it and clicking the red minus icon.
  5. If you want to hide categories from the plan when they're blank, drag them to this section.

Editing Plan Note Categories is the same as for Item Note Categories, except that Plan Notes doesn't have an Occasionally Used category.

Now you can add Item Notes or Plan Notes to your plans!

Recover Deleted Note Categories

Once a note category is deleted, Administrators have seven days to be able to recover it. 

After seven days, the note category cannot be recovered.

From the Service Type Settings page, click View recently deleted categories.

recover deleted category

Click the category to recover it.

select category to recover it

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

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