Quickly add a daily report record (template workflow)

If you have view and create permissions for Daily reports records, you can quickly add and upload a record from the project home page.

Note: Workflow templates are not applicable for Free or ProjectSight Go projects.
  1. In the Daily reports list view, select add icon .
  2. On the Create Daily report page, choose a day, then select Add.
    Note: You can only create one daily report for each day.
  3. If there is only one template available, the New Daily Report page displays. If there are multiple templates available, the Select Template page displays. Choose a template, then select Add.
    Note: In the list, a star icon indicates the default workflow template that is selected by your administrator.
  4. To send courtesy copies, select CC.
  5. If you have permissions, you can Add an assignment in template workflow and require a response by selecting Assign/Assign to.
  6. Enter additional details and information.
  7. To save your updates and return to the records list, select save icon.
    A pop-up message displays: New Daily Report created.