How to add a Note

This article will provide users with the information needed to add a note to their account.

To add a note to your plans:
  1. From the Planbook Bar, select Notes & To Do.
  2. Click the Add (+) icon in the top-right menu.
  3. Select the Add Note option.
  4. Enter a Date for the note. A date is not required, but we recommend including a date with each note as a reminder of when the note was created. The date can also be used to indicate an expiration timeframe for the note.
  5. Select a Class for the note, if the note is tied to a specific class.
  6. Select a Student for the note, if the note is tied to a specific student.
  7. Enter the Note Description.
  8. Click the Save (checkmark) icon in the top-right menu to save your changes.