Add a Note to the Execution Phase of a Daily Plan

  1. From the Daily Plans page, open your daily plan.

  2. Click on the Notes/Issues tab.

  3. Click on the Add icon and select Add Note.

  4. Enter a helpful note into the free text field at the top of the page.

  5. Click on the Add tags button.

  6. On the resulting slide out panel, you can select a tag that supports your note/issue.

  7. Click Done to close the slide out panel.

  8. Click Done.