Adding Notes to a Schedule or Template

TimeForge streamlines communication in your business. With features like text message notifications, the ability to email any report to any address, and adding notes to shifts, nothing should ever fall through the cracks.

Notes can be created in both schedules and templates, and the process is exactly the same whichever you’re using. After a note has been created, and the employee schedule has been posted, any employee who has notes on their shift will be able to view those notes directly on their schedule.  

Here’s how you can easily add a note in the daily, weekly, and monthly views.

Go to the “Schedules” page.

  • Log in
  • Hover over the “Schedules” tab
  • Click “Schedules”

Edit or create an employee schedule.

Either click on the schedule you’d like to edit, or click “Add A New Schedule” to create an employee schedule.

Adding notes in the “Daily View”.

Click the “Pencil” icon next to the shift you’d like to add a note to.

Add a note.

Enter your note in the box labeled “Notes”. Any information you enter will automatically be saved. Simply click “Close” once you’ve finished.

Adding notes in the “Weekly View”.

Click “Add Shift” on the correct day next to the appropriate employee.

Add the note.

Create your note to this employee/shift, then click the “Save” button once you’re finished.

Adding notes in the Monthly View.

Either Click “Add Shift” to add a note to an existing shift, or click on the existing shift to add a note there.

Add the note.

Create the necessary note, then click “Save” once you’re finished.

Employees can view notes.

Once a note has been created and the schedule has been posted, the employee will be able to see any notes that appear on their shift/schedule for the day.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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About TimeForge

The best tools available for managing labor in the retail, restaurant, food-service, and hospitality industries. Includes applicant tracking, time management, employee scheduling, payroll, and other labor management tools.

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