How to add notes in the scheduler on the Back-Office Dashboard?

Clear communication is essential for maintaining smooth security operations. The Notes feature in the GuardsPro Scheduler enables security managers and scheduling teams to attach important information directly to specific dates in the schedule. These notes can capture shift instructions, post-site updates, reminders, or any operational details that need to be referenced later.

By storing information within the scheduler itself, GuardsPro ensures that critical updates remain visible and easily accessible to authorized team members—helping to avoid miscommunication, improve workflow, and support better decision-making during scheduling.

✅Here's a step-by-step instruction to add notes in the scheduler on the Back Office Dashboard: 

Adding a Note in the Scheduler

Navigate to the Scheduler from the main navigation menu and select Schedule. Click on the specific date where you want to add a note, then click the Plus (+) icon and choose Create Note from the drop-down menu.

On the next screen, simply update the note text as needed. Click Submit to save your changes.

The note will be immediately updated in the system.
 

To edit or delete an existing note, click the three-dot menu next to the note and select the desired action — Edit or Delete. If editing, update the details and click Update to save your changes.

Using notes effectively ensures important information is always accessible, helping your team stay organized, coordinated, and fully informed. That's it. 

If you have any more questions, please feel free to contact our support team anytime.