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Add a note to My Week

LiveFor: All staff

A planning note that is not a job.

A note is for something you mean to do this week that is not a job in BMS, such as “Call the bank about the Ashgrove loan”.

  1. On My Week, press Add Note.

    The Add Note dialog with Title and Note fields and Cancel and Add Note buttons.
    Add Note.
  2. Give it a Title and, if you like, the Note itself.

  3. Press Add Note.

The note shows in the week you are looking at, beside your work. For a list of personal tasks with due dates, use your to-do list instead.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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