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.

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.