Create Phone Call Entries

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The Phone Calls section allows you to log all calls made and participants involved in the call. You can use this section to log phone calls that are not considered meetings but cover topics requiring documentation.

Things to Consider

  • 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 project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.

Steps

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

  2. Scroll to the Phone Calls section.

  3. Enter the following information:

  4. Click Create.

See Also

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