Create & Track Project Notes

Every event has a million moving pieces, conversations with clients, internal decisions, vendor updates, location details… and keeping track of it all can quickly become overwhelming. That’s exactly why a dedicated notes feature in your planning workflow is a game changer.

Jot down key conversations, record decisions, capture reminders, and share information with the right people at the right time.

📌 Your Notes, Your Control

The notes feature is built to adapt to how you work:

• Team-shared notes: Collaboration is seamless when everyone’s on the same page. Choose to share notes with teammates so your whole planning crew can see updates, add context, and build off each other’s ideas.

• Client-visible notes: Some notes are meant to be shared with clients — like confirmed decisions, timelines, or discussion summaries. With a simple visibility toggle, you can make selected notes visible to clients, keeping them informed without extra email threads.

Within the Notes section, you can:

• Create and manage notes directly inside an event

• Organize notes using custom categories

• Control visibility for clients and team members

• Filter notes by creator, category, or restriction

• Sort notes by date for easy reference

Key Notes to Remember:

• Notes are event-specific and live inside each individual wedding or event

• Categories help keep notes structured and easy to filter

• Visibility settings allow you to keep notes internal or share them with clients

• Team members can collaborate by adding comments and updates

• Filters make it easy to quickly find notes in larger or more complex events