Create Phone Call Entries

The Phone Calls section tracks calls that have been made, and who was involved on the call. This is a good place to track phone calls that might not have been considered "meetings", but covered topics that should be noted.

• Required User Permissions:

  • To create entries:

    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

  • To create pending entries as a collaborator:

    • 'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
      See Create Daily Log Entries as a Collaborator.

1. Navigate to the project's Daily Log tool.

2. Scroll to the Phone Calls section.

3. Enter the following information:

   • No.

   • Call From

   • Call to

   • Start

   • End

   • Description

4. Click Create.

• Mark a Daily Log as Complete