Creation and Management of Planning Notes on Yoplanning.pro

Introduction to the Planning Notes Feature

Planning notes on Yoplanning.pro are an essential tool for communicating important messages or information to software users, on a scheduled and temporary basis. This feature allows you to set messages that will appear on specific dates on the schedule, providing instructions, reminders, or relevant information to users at key times.

Steps to Create a Planning Note

1. Access the Feature:

   • Navigate to the Administration section located in the main menu.

   • Select Configuration

   • Planning section, click on the Planning Note option.

2. Create a New Note:

   • Click on Add

3. Configure Note:

   • Enter the text of the note. Make sure the message is clear and concise.

   • Set the date or period for which the note should appear on the schedule.

   • Once you have entered the text and set the date, click Save to activate the note.

Tips for Use and Best Practices

• Message Clarity: Make sure the text of the note is direct and easy to understand to avoid confusion.

• Precise Scheduling: Set dates precisely so notes appear at the right time, increasing their effectiveness.

• Strategic Use: Use planning notes for critical reminders, last minute changes or urgent messages.

Troubleshooting Common Problems

• Note Not Displayed: Check if the note date is set correctly. Also make sure the note was saved correctly.

• Message Too Frequent: If a message appears too often, consider marking it as read or adjust its visibility period.

• Backup Issues: Make sure all required information is completed before saving. If an error persists, contact technical support.

Planning notes on Yoplanning.pro are an effective way to communicate important information in a targeted and temporary way. By following these steps and tips, you can maximize their usefulness and avoid common problems.