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

If you have view and create permissions for a record type, you can quickly add and upload records from the project home page in status workflows.

Note: Action item, field work directive, notice to comply, and safety notice records are not applicable to бесплатная версия ProjectSight.
  1. From the project home page, select Add Add icon.
  2. From the Records list, select Action Items, Field work directives, Issues, Notices to comply, or Safety Notices.
  3. Fill in the required Subject field.
  4. Select Done.
  5. Fill in the required Description field.
  6. Select Done.
  7. Select save icon.
    Note: When your record uploads, a pop-up message displays that confirms a new action item, field work directive, issue, notice to comply, or safety notice record was created.