In this article you will learn how to add notes and work instructions to your shifts to keep your teams informed and on task each day of the week. Watch the video for an overview and continue on to learn a bit more.
Adding Notes for Shifts & Workers
To get started find a job you'd like to add notes for on the Timeline View. Then click the add note button in the shift card header (or click the menu) to start composing your note.
When the composer opens you will see any existing notes for the shift and have the option to create a new note. When you add a note you can select recipients, a message and even add attachments.
When selecting recipients you can select everyone on the shift, target to specific roles or to specific individuals. Note: The recipient can also be left blank which will remain an internal note for you scheduling team.
While the message is very flexible, we recommend keeping the messages simple so as not to overwhelm workers.
You can upload multiple attachments. Images are great because they'll be easy to see in the mobile app and are a great way to provide work instructions to your team.
Hit save and the notes will be available to users on their assignment on the mobile app.
Viewing Notes on the Mobile App
If you've sent a user a note on their shift they'll see it on their homescreen on their job card.