Daily Notes
Daily Notes are notes to yourself.
You can invite others, make your Daily Notes repeating, set Reminders and Access levels.
Daily Notes do not block off any time in your Agenda.
Common uses have been:
- Staff member is out on vacation
- Reminder to update hours of operation during holidays
Create a Daily Note
To create a new daily note, ensure you are in the Agenda window and:
- click on the New Daily Note button on the toolbar
- choose Edit > New > Daily Note from the menu
- press [F3] on the keyboard
The following window will appear allowing you to enter the title and date of your new Daily Note.
Select the People/Resouces tab to add people or resources to your new Daily Note:
You can make your Daily Note Repeating or Add a Date by clicking on the buttons at the bottom of the New Daily Note window.
Click on the Details tab to:
- Add an attachment
- Set the Access level
- Add a description
Select the Reminders tab to set yourself a reminder for this new Daily Note:
When you are happy with your Daily Note click on OK and your Daily Note will appear in your Agenda. Double click on your Daily Note to re-open and edit it.
