How to use notes

Using notes is the simplest way to visually organize information.

You can easily do this in uplan, too.


Here's how it works

1. You’ll find the New note icon in the tools panel on the left.



2. Simply drag and drop the icon anywhere onto your floorplan.




3. After placing it, a window will pop up.

Here you can enter the text you want to display and also change the note’s color.




4. Once you’ve entered the details, click the Confirm button.

This way, the note will now appear on your floorplan.

If you want to delete or edit the note, you can do it here.

But you can also use notes in a more advanced way.

You can attach a note to a specific icon, making it clear that the information belongs to that particular item.

The process is exactly the same as the one just shown —
with one small difference: if you already have icons placed on your floorplan and you add a new note, all assignable icons will be highlighted in green so you can link the note to one of them.

Each icon can have only one note assigned to it.

If you move the icon from its position, the note will move with it.
If you delete the icon, the associated note will be deleted as well.

Displaying notes in the offer

All you need to do is enable the Notes section to have them displayed.

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