Lesson Worklist

The Lesson Notes page is your wrap-up worklist: a running list of lessons that still need a note or an attendance decision, plus a searchable archive of every past lesson. Owners and admins see every lesson in the studio and can filter by teacher; teachers see the lessons they teach. The page is available on every plan. It covers private lessons; group lessons are not listed. Staff go to the dashboard instead.

The page has two tabs: To wrap up and All lessons.

When your studio has more than one teaching teacher, owners and admins see a teacher filter at the top of the page. It applies to both tabs, and the link keeps the filter, so you can bookmark or share a filtered view.

To wrap up

This tab lists the lessons from the last 30 days that still need attention, oldest first. The header shows a running count ("3 to wrap up") and how many are overdue: a note is overdue 24 hours after the lesson ends. A matching badge shows next to Lesson Notes in the sidebar, up to "9+".

Each row shows the student, the lesson date, and a status that reflects what the lesson needs:

• Missing - no note started yet
• Draft - a note exists but is not finished

Click Open to open the lesson and write or finish the note. Click the student's name to open their profile. When you finish a lesson, it leaves the worklist.

Resolving without opening

For lessons that do not need a written note, use the ⋮ menu on the row to resolve them in one step:

• Finish · skip note - mark the lesson handled with no note. On a Draft row, it finishes the draft privately.
• Absent - excused - record an excused absence
• Absent - no-show - record a no-show
• Cancel lesson - open the cancel dialog. Worklist lessons are in the past, so the dialog offers no makeup credit and no series choice. The family still gets a cancellation notice.

After you mark a lesson Absent or Cancel it here, the row stays on screen, marked as done, so you can still assign practice for the week (see below). Use Dismiss to clear it, or it clears when you leave the page.

Each action updates the list immediately. If something goes wrong, the row returns and Trio shows a brief error. If another teacher started the note at the same moment, nothing is finished: the row stays as a Draft on that teacher's note so you can open it.

Assigning practice from the worklist

A cancelled or absent lesson never gets a lesson note, so Trio lets you assign practice for it straight from the worklist, with no note.

• Practice assigned appears on any row (To wrap up or All lessons) that already has a practice assignment for the lesson.
• Add practice assignment (or Edit practice assignment) appears beside Open on cancelled, excused, or no-show lessons in the current week. Select it to open a small dialog and add practice items just like the lesson note editor does. The assignment becomes the student's current practice, so the action is offered only for this week's lessons; older lessons show the indicator but not the action.

Opening the dialog creates nothing on its own. The assignment is created when you add the first item, and last week's items carry forward automatically. See Practice Assignments for the full flow.

All lessons

To find a past note, switch to All lessons and search your full history. Type at least two characters to search by student, family, or note content. The content search covers the notes on every lesson you teach, including notes another teacher wrote. When someone other than the author last edited a note, the row shows Last edited by with their name and the date. Narrow results with the status filter (Missing, Draft, Finished, Finished · Shared, Cancelled, No-show, Excused) and a date range (last 30 days, 90 days, or 12 months). Use Load older lessons to page through more results, newest first.

On your dashboard

Your dashboard shows a "lesson notes to write" row under Needs you, with the count from the same worklist ("10+" above ten). Click Write to open the worklist.

Related

• Writing lesson notes - write, finish and share a note
• AI lesson notes and credits - what Structure notes does and what it costs
• Attendance Tracking - recording presence across the studio