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How to add a Note

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.

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