# Leave a note on the planning

> In Weplanify, leave an instruction on a period or a site, such as a stocktake, a visit or a closure, visible to everyone who opens the planning.

- Product: Weplanify (https://weplanify.io)
- Section: Scheduling
- Web page: https://weplanify.io/docs/planning.notes?lang=en
- Other language: https://weplanify.io/docs/planning.notes.md
- Last updated: 2026-09-29

In Weplanify, planning notes remind an instruction to whoever prepares or checks the week.

![Create note: annual warehouse stocktake on 3 October, Entrepôt Rufisque, pinned](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fplanning%2Fmaj-2026-09-28%2Fpl-note-93b252c8.webp?alt=media&token=ccfa7547-2740-4c9c-92aa-b33ae4fcbfd3)

## Steps

1. Open the [alerts](https://weplanify.io/docs/planning.alertes?lang=en) panel (ⓘ icon), **Notes** tab.
2. Click **Add a note**.
3. Fill in the title, content, colour and site; untick **Permanent** to choose a period.
4. Tick **Pin** to keep it on top, then **Save**.

![The Notes tab of the Planning alerts panel](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fplanning%2Fmaj-2026-09-28%2Fpl-notes-075e9e7f.webp?alt=media&token=e46f6492-09cb-4eb8-bee5-9af92060ff2b)

## Good to know

- A note limited to a site only shows when that site is displayed.
- The number of notes shows with the alerts, above the grid.

## Related guides

- [The planning alerts](https://weplanify.io/docs/planning.alertes?lang=en) — In Weplanify, spot before publishing the slots in conflict (leave, double booking) and the days when the minimum staffing level is not reached.
- [The team planning](https://weplanify.io/docs/planning?lang=en) — In Weplanify, the planning says who works, when and where, week after week; the slots stay as drafts until you publish them to your employees.