Assign a Daily Log to a project member.
When you assign a Daily Log, Team automatically
creates a log entry for every day the log is assigned, and creates a notification in the
Assigned to Me list for
that project member. If the log is not completed on the assigned day, Team sends an
email notification to the assigned project member.
- From the home page, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu
in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
From the upper right-hand corner of the page,
select the settings icon
, then select
Project
Settings.
-
Click the Daily Logs tab.
-
In the Log Entries section, click
the edit button
, and then click Add Log
.
The Schedule Daily Log dialog
box appears.
-
Schedule the Daily Log as follows:
- Log
Title: type a name for the Daily Log.
- Log
Type: select Company Log or
Subcontractor
Log. Note that you can configure the required fields for
each log type in the Log Types section of the Daily Log settings
page.
- Assign To:
Click in the field to select a contact from Team or your ERP system, or
click New
Contact to add a new contact.
- Additional Contributors: Click in the field to select
a contact from the Team contacts or PM Firm contacts lists, or click
New Contact to add a new contact.
Note: An additional contributor can view or add to an assigned log
but the log will not appear in the Assigned to Me list for the
contributor.
- Log
Frequency:
- Starts: Click
in the field to select a start date for the log.
- Recurring Log Series: (Enabled by
default) You can move the slider to indicate whether or not the
log is scheduled on a recurring basis.
- Repeats On:
Select all days that the log will be required.
- Ends: Click
in the field and select On Date to
specify a date or When Project Ends to
schedule the log for the duration of the project.
-
Click Save to save the log.
The Daily Log is activated.
-
To assign Daily Logs to more project members, repeat steps 4-6. When finished,
click Done.
