Explore Our Invoice Notes Example for Planning

Invoice notes example for Planning

hello everyone in this video we will go through a feature in which you can manage your calendar notes assigned to users and groups let's see how this works first open the calendar notes manager tab from the App Launcher here it will show a list of all calendar notes to create a new note click on new note it will open the UI to create new note select user if you want to add this note for a specific user or select group if you want to add this note for User Group here we are adding a note for the user so we are selecting user select note date add body now click on Save the note is saved successfully similarly you can add note for the user groups by selecting group radio you can edit delete or view the job notes by clicking on the roow level actions here click on edit to edit the note update values and click save the note is updated successfully click on delete to delete the note it will show a confirmation click on okay the note is deleted successfully let's see how you can delete multiple calendar notes you can find the calendar notes using their type user group and created date click on the filter icon and provide filter values click on apply it will display the calendar notes based on the filter values provided in the filter select calendar notes that you want to delete from the list now click on delete it will show a confirmation click on okay all selected notes are deleted successfully you can create a new public User Group by clicking on new group thank you for watching