Add schedule notes

Add internal notes to scheduled days to use as reminders for yourself and other schedulers. The internal notes are shown in the Schedules module in the client and in the Teams and Schedules tools.

Add public notes to schedule days to inform or remind an agent of something. The public notes are shown in the Schedules module in the client, in the Teams and Schedules tools and in the schedule view in MyTime.

Internal and public notes are also possible to add and edit in the Schedules and Teams tools. See Make schedule changes (Schedules tool) and Make schedule changes (Teams tool).

If there is a note on a day, this is indicated in the schedule views.

  • In the Schedules module, a small blue arrow is shown in the top left corner of that agent and day.
  • In the Schedules tool, a speech bubble is shown for that agent and day.
  • In the Teams tool, a black speech bubble is shown for that agent and day. If it’s gray, there is no note.
  • In MyTime, an exclamation mark icon is shown for that agent and day if there is a public note.

Prerequisites

  • You have the Schedules permission.
  • You have the Global functions > View schedules permission.
  • You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.
  • You have the Global functions > View unpublished schedules permission.

Page location

Client > Schedules > Open schedule

Procedures

Add a note

  1. Select the agent and shift in the Schedule view.
  2. Ensure that the Editor button is selected.
  3. Select the Note tab in the editor.
  4. Enter text in the Internal note or Public note field, depending on who you want the note to be visible to.

Delete a note

  1. Select the agent and shift in the Schedule view.
  2. Ensure that the Editor button is selected.
  3. Select the Note tab in the editor.
  4. Click the Delete button next to the note that you want to delete.

Related topics