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Creating a Daily Note

To create a daily note in your agenda:

1. Click on the Create a Daily Note icon.

   

2. The New Daily Note screen will appear.

   

3. In the Title field, type in a title for the note.
4. Select the Date of the meeting.
5. By default, the Access is set to Normal. Changing the access level affects how many details about the note other people can see.
6. Type any additional information about the note in the Details field.
7. To add the note to another person's agenda, click on the People & Resources tab. Type each person's name in the Find field and click the Find button. As each person is found, the names will appear in the list on the left side of the screen.

   

8. In the tab labeled Notification, place a check next to Send e-mail to attendees to notify people of the note via e-mail.

   

9. If the note occurs on a regular basis, click the Repeating tab. The procedure for creating a repeating note is the same as creating a repeating meeting. Click here for more information about creating repeating meetings.
10. To create the note, click Create at the bottom of the screen.