We offer a 'Flags' feature to highlight significant updates or revisions in your products. This is visible to both your team and your clients, so you can easily view and keep track of your changes.
Adding a Flag
Click the three dot menu at the end of the product row
Select Add a Flag
Enter your change or revision notes in the text field
Click Add to save
Note: Your flag will immediately appear to all team members and clients with access to this schedule.
Editing or Deleting a Flag
Click the three dot menu at the end of the product row
Select Edit a Flag
Update your notes or delete the text completely to remove the flag
Click Update to save your changes
Understanding Flags
Flags create visual indicators that help you and your clients track changes:
In-platform view: The product is highlighted in orange, with your custom note shown just below it. Hover over the flag icon to view the note.
Client Dashboard view: Same orange highlight and note visible to clients.
Exported schedules: Flags remain visible in PDF and other exports
This ensures everyone stays informed about product updates, substitutions, or revisions throughout your project.
Need more help with flagging products? Contact our support team via live chat for personalized assistance.