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Annual Planner: Notes

A short video walkthrough of annual Planner: Notes from the TeamBuildr knowledge base.

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2 minutes across 3 chapters. Click any chapter or timestamp to jump straight there.

3 chapters

In this video, I will go over the record notes section of the planner in team builder. Entering the record notes section will default you to the most current week in time and that's denoted by this red line here. In this section, you cannot interact or click on any of the plan any of the plan that you have previously made. You cannot switch blocks from here. But what you can do is record notes to the right by clicking the blue shaded area. This will prompt you to add a note. You have unlimited character count here. You can expand the view by clicking the bottom right, holding, and dragging vertically. You

can type anything you'd like in here. Hitting save will do just that. To edit that note, just hover over that area again. One single click will bring you back into this area. Hitting enter will create a new paragraph. You can again add as much as you'd like here. You can always come back to this in time and make edits to this note. You can add markers for things to refer to in the future or in post in review of everything. You can come back to your notes and see what you left yourself in the from the past.

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Format
Walkthrough
Brand
TeamBuildr Strength
Category
Reporting