Notes in Plans

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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.

  • 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, lighting, or band cues.

  • Plan Notes are great for information that applies to a specific team regarding the whole plan, such as notes about the sermon that not everyone needs to see.

Check out this clip from Planning Center University.

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.

To see item notes in a plan, make sure that the correct note categories are visible in the plan by clicking the menu in the upper right corner, and then choose the note categories you'd like to see.

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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.

Add Item Notes

To add notes to an item, click on the item, and add a note in the Notes tab.

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You can also add notes to any field displayed in the plan without opening the details. To add a note to an item, put your cursor in a note column on the item row, and type in the note.

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Tip

Type Shift+Enter to create a line break within the note.

Edit Item Note Categories

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.

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

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  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 the Occasionally Used section

Recover Deleted Item Note Categories

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

Plan Notes pertain to the whole plan and not just an individual item. Plan notes also show up in the matrix and Church Center. You can add notes in previously set up categories, and if you need new note categories, you can add them.

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, expand the Notes section, and click Add.

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Select the category, add the note, assign the team(s) who can view it, and then click Submit to add it to the plan.

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

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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.

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