How do I take notes in the Planner?

Keep notes in the planner. Notes can help you track the progress of a person. You can use notes to remind yourself of things you want to do. 

In the Planner, only you can see the notes you create. You cannot share notes with another consultant or the person you help. If you need to share your notes, we suggest that you print or send the information in an email.  

Steps (website)

1. Sign in to FamilySearch.org.
2. At the top, click the question mark icon.
3. Click Helper Resources.
4. On the right, find the Planner. If the Planner section doesn't appear, click Try it.
5. Click a name on the list. If no list of names appears, skip to the next step.
6. On the left, click Notes. 
7. Create a new note:
   
   1. Click Create New.
   2. Enter your notes.
   3. Click Save.
8. To edit a note, click it, make your changes, and click Save.
9. To delete a note, click Actions, and then click Delete.

Steps (mobile app)

The Family Tree mobile app does not allow you to create or view your notes in the Planner. Please open a browser, and use the consultant resources online instead. 

Steps (Family Tree Lite)

The Planner is not available in Family Tree Lite.

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