How to add notes to Planner

Effortlessly manage your plans and reminders with the Notes Creation feature in the Calendar View of ContentStudio's Planner module. Whether it’s a quick idea, a task to remember, or a detailed schedule, this feature allows you to add, edit, and organize your notes directly in the calendar. With customizable options like date ranges, colors, and descriptions, you can keep your workflow structured and visually appealing.

Let’s explore how to use this feature effectively! 🌟

In this article:

Adding a note
Editing a note
Compose a post from a note
Deleting a note
FAQs

Adding a note

Notes help you add reminders, ideas, or context directly to your Planner calendar.

Go to Publisher → Planner module.

Hover over any date box in the calendar to reveal the Notes icon, then click it.

The Add Note pop-up includes the following fields:

Title (mandatory): Add a meaningful title (up to 500 alphanumeric characters).
Description (optional): Add extra details or context. Special characters are supported with no character limit.
Date Picker: Select a specific date or a range of dates for the note.
Visibility: Choose between Only me (private) or Public (visible to all team members with Planner access).
Color: Choose a color to categorize or highlight the note.

Once all fields are completed, click Save Note. You can also enable the Show Notes toggle to display notes directly on the calendar.

Enable the Repeat Note toggle to repeat a note by selecting a start and end date or by increasing the occurrence count.

Editing a note

To edit an existing note:

Locate the note in the Calendar View.
Click the note to open the Edit Note pop-up.
Update the Title, Description, Date, or Color as needed.
Click Update Note to save your changes.

Compose a post from a note

While previewing a note, click Social Post to create content directly from the note.

The Composer module opens automatically, with the note’s title and description pre-filled as your post content.

Deleting a note

To delete a note:

Find the note in the Calendar View.
Click the three dots menu.
Select Delete Note and confirm the action.

FAQs

Q1: Can I leave the Description field blank when creating a note?

A: Yes, the Description field is optional. You can leave it blank if you only want to add a title and date.

Q2: Who can add a note in the Calendar View?

A: All the team members can add notes.

Q3: Who can see public notes added in the Calendar View?

A: Public notes are visible to all team members with access to the Calendar View. However, visibility may depend on the user's role and permissions.

Q4: Can a note impact the post if I create a post with a note and later remove the note?

A: No, removing a note will not impact the associated post. Notes are designed to provide context or reminders and are independent of the post content.

Q5: Is there a limit to the number of notes I can add to a single date in the Calendar View?

A: The number of notes you can add to a single date is unlimited. However, we recommend keeping notes concise for better organization.