Articles on: Client Portal

Notes Overview

A Note can be added to a task in Plannr easily. This allows you to add extra information to a task for your adviser or administrator to see. More information on Tasks is available here.

To add a note simply select arrow on the relevant task.

Here you can see any previous notes made and input any new note required.

If there are many notes, you can filter them using the filters here.

Once you've made your note, you can edit or delete it at any time by pressing the pen and the bin icon respectively.

Updated on: 11/10/2023

Was this article helpful?

Share your feedback


Thank you!