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Getting Started with Notes in TTO

The Notes feature in TTO helps you capture, organize, and collaborate on key details throughout your event. From quick reminders to vendor info, client discussions, and internal notes, everything is kept in one central place within each event.

Nina Dobrev avatar
Written by Nina Dobrev
Updated over 2 weeks ago

Notes are designed to be flexible and easy to manage. You can create notes at any stage of planning, assign categories to keep things organized, control who can see or edit them, and quickly find what you need using filters and sorting options.

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

This makes Notes especially useful for keeping track of conversations, decisions, and details that don’t belong in timelines or to-do lists but are still essential to the success of your event.

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

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