Use Plan Notes for Team Information

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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.

Add Plan Notes

Select Notes, and then select Add to create a note in an existing category.

Tip

You can also add plan notes to the matrix.

Create a Note from an Email

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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  1. A confirmation message shows the number of people who were sent the email.

  2. Use the dropdown to select the category for your note.

  3. Review or edit the text of the note.

  4. The note is automatically assigned to the team that you emailed, but you can remove or add teams here.

  5. Select Yes, save note to add this note to the plan.

Edit Plan Note Categories

Customize the categories from the service type settings.

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  1. Add new categories.

  2. Reorder categories by using the handle.

  3. Hover over a category and select the pencil icon to edit it.

  4. Organization administrators have seven days to recover a note category once it's deleted.

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