You can create, edit and delete notes right on Daysheets Mobile! Click here to learn more about maintaing notes from your phone.
Creating Notes
When you’re clicked into any any day on your tour, you can add a note by clicking the blue + in the top right hand corner and select Note. You can also use the cmd + nshortuct.
You’ll notice the drawer appears on the far right:
Next you will want to fill out the fields you see in the drawer:
- Add a Note Title, such as “Crew Notes” or “Press Details”
- Add the content of the note, like “Press will be quick today”
- Tag individuals or groups, to limit the visibility of the note to the members tagged in the association field.
- For example, if you only want the Press Details note to only show up for those in the A Party, you would tag the A Party in association.
Restricted Notes
Restricted Notes allow you to limit who can view and edit the note even further. Once you’ve added the note title and the contents, tag yourself, or anyone else who needs to see this note, and toggle on Restricted Note.
This will hide the note from everyone on your tour, besides the individuals tagged. Even other admins who have the ability to see everything on the tour, will not see a restricted note unless they were tagged in it.
