Assign a Daily Log

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.
  1. 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.
  2. From the upper right-hand corner of the page, click the settings icon , and then select Project Settings.
  3. Click the Daily Logs tab.
  4. In the Log Entries section, click the edit button , and then click Add Log .
    The Schedule Daily Log dialog box appears.
  5. 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.
  6. Click Save to save the log.
    The Daily Log is activated.
  7. To assign Daily Logs to more project members, repeat steps 4-6. When finished, click Done.