Create a Note on a Daily Plan | Scribe

    Create a Note on a Daily Plan

    • IneightIneight
    Click the 3 lines, located at the top left side corner of the screen.
    Click "All projects & organizations"
    There you are able to search for the project you wish to open.
    Once you selected the project. Under Progress select "Daily planning"
    Select the daily plan you wish to open
    Under notes/issues. You will be able to create a note for that daily plan.
    Click the Add icon in the upper left, and then select Add note or Add issue.
    NOTE: If there are no existing notes, you can also click Add note or Add issue in the notes area on the right.
    For a note, enter a description for the crew in the text field. For an issue, enter an issue name and issue start date. For an issue, you can also select a task associated with the issue. You can tag notes or issues. Tags are defined by your organization and project. Click Add tags, and then select a tag in the slide-out panel. Click Done to close the slide-out panel. You can associate notes or issues with tasks, employees, equipment, and components in the daily plan. Click Add associations, and then select associations in the slide-out panel. Click Done to close the slide-out panel.  Once you finish click "Done".
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