Daily Logs / 08

Create a daily log

A log is always created as a draft, and the day's content is added from there.

3 minutes
Product screenshot: Create a daily log
Step by step

How to complete new log

  1. 01

    Open the panel

    Click New report (or Create log if the list is empty). The New daily log panel opens with "Start log".

    Step 1: Open the panel
  2. 02

    Pick the date

    Report date defaults to today. The date is spelled out below so you can check it.

    Step 2: Pick the date
  3. 03

    Pick the main topic

    It defaults to General. The list shows the project's topics. If you came from a topic in the sidebar, that topic is locked.

    Step 3: Pick the main topic
  4. 04

    Write the title

    For example "Level 1 slab pour" (up to 255 characters). It is required.

    Step 4: Write the title
  5. 05

    Optional: initial notes

    If you fill them in, a Notes record is also created for the day.

    Step 5: Optional: initial notes
  6. 06

    Review the responsibles

    You start as the main responsible; you can search and add other project members.

    Step 6: Review the responsibles
  7. 07

    Create

    Click Create log. The button is enabled once there is a date, a topic and a title.

    Step 7: Create
  8. 08

    The log opens

    You see "Log created as draft" and the panel switches to the workspace: Draft badge, preloaded weather, the day's records and, on the right, Add content.

    Step 8: The log opens
  9. 09

    Back to the list

    Close the panel with the X or by clicking outside. The log shows in the table as Draft.

    Step 9: Back to the list

What you'll learn

  • How create a daily log works inside Perfour.

  • What information you need and how it stays connected to Daily Logs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

I can't click Create log.+

The date, topic or title is missing, or you lack edit permission.

Can I create a log for a past date?+

Yes, change Report date. Weather is looked up for that date.

If the initial note fails, is the log lost?+

No. You see a message saying the log was created but the note could not be added, and you can add it from Add content → Notes.