Plan notes can be used for information that applies to a whole plan or a specific team, such as sermon notes that not everyone needs to see. They are included in emails and reminder messages if assigned to a particular team.
Select Notes, and then select Add to create a note in an existing category.
When you email to a group of people in a plan and add new text to the body of the email, you have the option to save the text as a note. If this new text is information you would like your team to refer to later, save that info as a note where they can easily find it!
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A confirmation message shows the number of people who were sent the email.
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Use the dropdown to select the category for your note.
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Review or edit the text of the note.
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The note is automatically assigned to the team that you emailed, but you can remove or add teams here.
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Select Yes, save note to add this note to the plan.
Customize the categories from the service type settings.