Notes and Schedule
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- Notes overviewFind Notes, save revisions, recover drafts, and understand the difference between editing, sharing, and history.
- Find and filter NotesSearch current Notes, browse pages, filter by access and author, and recover missing results.
- Create and edit a NoteChoose a destination, write content, set About and attachments, and save a new Note revision.
- Note subject dates and timezonesSet the time a Note describes and understand device-local editing, timezone context, and date filters.
- Recover a Note save conflictReview the latest revision, preserve your draft, reconcile edits, and retry without assuming an automatic merge.
- Recover locally saved Note draftsReview device backups, download a draft, restore selected files when available, and explicitly save recovered content.
- Who can read and manage NotesUnderstand owners, Managers, creators, contacts, About people, Guardians, and the owning workspace's License requirements.
- Share a Note and revoke a grantSet view or edit access, choose a relationship, and revoke retained Contact grants.
- Note history and sharingReview saved revisions, restore historical content, and understand why sharing includes earlier versions.
- Archive, restore, or delete a NoteKeep Notes in Archive, restore them to Current, and understand permanent deletion restrictions.
- Add, open, and download Note attachmentsAttach files, open or download originals, and understand inline images, processing, and historical access.
- Format Note text and insert imagesUse rich text, tables, links, image controls, and Markdown source editing in a Note.
- Automatic Note titlesUnderstand fallback and AI-generated titles, added revisions, destination credits, and manual overrides.
- Notes in Agent searchCheck processing status, retry eligible failures, and distinguish saved Notes from searchable text and attachments.
- Schedule overviewFind planned Guide and Form work, navigate dates, filter and export the calendar, and recover missing results.
- Browse Schedule dates and calendar viewsChoose date ranges, navigate narrow and wide calendars, and interpret timezone labels.
- Filter Schedule and read its totalsFilter by Subject, Content, or Folder and understand remembered selections and visible counts.
- Export a Schedule calendar fileDownload the current filtered range as an iCalendar file and understand snapshot limits.
- Recover missing or outdated Schedule itemsDistinguish an empty, filtered, failed, or incomplete range and recover the current view.
- Create a Guide or Form schedulePlan one-time or recurring work using Content and About, Time, and Options.
- Understand Schedule content and About permissionsCheck workspace, source edit access, and permission to record work About another person.
- Schedule work for multiple clientsCreate separate schedules for up to 50 people and recover partial results without repeating successes.
- Edit, duplicate, or delete a scheduleChange planned work, copy series settings, and understand deletion and current editing limits.
- Set Schedule times and timezonesInterpret clock values, timezone changes, daylight-saving gaps, and repeated times.
- AssignmentsFind existing Guide assignments and understand which lists include them.
- Review Schedule overlap warningsResolve timing conflicts, confirm intentional overlaps, and understand the limits of checking.
- Recover when another editor changes a scheduleUse Load latest and Reapply my draft without losing sight of another editor's changes.
- Launch scheduled Guides and FormsOpen the intended date with its workspace and About context, and distinguish a new run from a resume.
- Launch an assigned GuideLaunch a Guide assignment for the intended person, preserve its context, and check the saved result.
- Assignment status and activityInterpret Pending, Due soon, Overdue, Completed, Archived, and the recent activity shown in People.
- Find missing assignments and reconcile statusRecover missing assigned Guides, compare conflicting completion badges, and preserve interrupted work.
- Recurring schedulesCreate a repeating Guide or Form schedule and choose between series changes and occurrence exceptions.
- Understand recurring dates and clock changesExplain month-end dates, leap years, daylight-saving changes, duration, and inclusive Until cutoffs.
- Change a recurring series and preserve intended exceptionsReview whole-series edits, occurrence defaults, and exceptions that no longer match a changed pattern.
- Schedule remindersFind scheduled reminders, choose their timing, and manage their status without completing the work.
- Set schedule reminder timingChoose a reminder offset, distinguish assignment due reminders, and check upcoming recurring dates.
- Acknowledge a schedule reminderUse Ack to dismiss a reminder's active state while leaving the scheduled work available.
- Snooze a schedule reminderChoose a later reminder time, check its timezone, and understand local notification limitations.
- Read reminder status and retry deliveryUnderstand reminder counts, delivery health, retry limits, and missing device alerts.
- Check reminders after schedule changesUnderstand how edits, rescheduling, skipping, completion, and assignment changes affect reminders.
- Open work from a reminder notificationRecover blocked or outdated reminder links and launch the current scheduled work.
- Schedule exceptions: change or clear one dateChoose Skip, Reschedule, Done, or Clear and understand how one exception replaces another.
- Reschedule one recurring occurrenceMove one date, set an occurrence reminder, and preserve or remove its reason.
- Skip and restore recurring occurrencesUse Skipped occurrences to restore dates and understand the bounded history list.
- Schedule completionComplete scheduled work, distinguish Reports from manual Done, and check the resulting occurrence.
- How Reports complete scheduled occurrencesUnderstand subject matching, changed dates, partial Guide Reports, and which occurrence becomes Done.
- View a scheduled occurrence's ReportOpen the captured result, distinguish View report from Replay, and understand missing or retained links.
- Recover missing or unexpected schedule completionCheck saved results, About, changed occurrences, synchronization, and safe correction options.