Project home page

From the project home page, select + to view the Quick add menu.

Quick add menu

From the Records list on the Quick add menu, select a record type to create a new record.

For information on using the Quick add menu in status workflows, see:

• Quickly Add an Action Item, Field Work Directive, Issue, Notice to Comply, or Safety Notice Record

• Quickly Add a Checklist Record

• Quickly Add a Daily Report Record

• Quickly Add a Punch Item Record

• Quickly Add an RFI Record

• Quick add: Action item, field work directive, issue, notice to comply, safety notice (template workflow)

• Quickly add a daily report record (template workflow)

• Quickly add a punch item record (template workflow)

• Quickly add an RFI record (template workflow)