Learn the importance of recording daily logs, how to create them, and how to automate the process even further using templates and AI.
Daily log posts are an essential way to keep everyone informed of progress that is ongoing with a project.
Benefits of Daily logs
🏗️ On-site Progress: Communicate with the office - Efficiently
📈 Records: Create a paper trail to track changes in progress scope
🏢 Company meetings: Use daily logs in meetings
📱 Client updates: Share progress with clients
Table of Contents
- The Daily Log Form
- Customizing Daily Log with Templates
- Creating a Daily Log
- Generate AI Daily Log Summary
- Editing or deleting daily log posts
The Daily Log Form
The daily log form includes the following information.
Visibility
Private: Only shares daily logs with your company
Public: Shares daily logs with your company AND your client
Date and Weather
Date: Select the date the log occurred
Weather: Auto-generated based on Project details - Address.
Description
Description: Enter your job updates here! Also know that rich text is supported in this text box so feel free to get creative!
Files
Files/Photos: Add photos or files. They will appear in the body of the daily log. Take photos directly on mobile.
Templating the Daily log
The Description field in your Daily Logs can be customized. Create a unique description field to include the information areas you want.
Go to Company Settings - Templates to build your Daily Log template.
Daily Log Template: Create prompts in your daily log template to give your team information you would like them to include in their daily log entries.
Creating a Daily Log
Daily logs can be created on both desktop and mobile.
Desktop
Navigate to the "Daily Log" page in the left-hand menu bar and click the "Add" button.
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Complete the daily log form and select Post daily log when finished. For more information about the data fields and settings available within the daily log form, navigate to the Daily log settings section of this document.
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Mobile
Navigate to the "Daily Logs page in the top menu bar and tap "New post".
Complete the daily log form and click "Post daily log" when finished. For more information about the data fields and settings available within the daily log form, navigate to the Daily log form & settings section of this document.
Generate AI Daily Log Summary
Navigate to the "Daily Log" page in the left-hand menu bar and click the "✨Generate" button.
Customize your daily log by editing your preferred date range and toggling on the recaps and upcoming highlights you would like to include in your summary. Click " ✨Generate" and watch AI create summary for you in seconds!
Review your AI generated summary and post daily log !
Editing or deleting daily log posts
Daily log posts can be edited at any point in time. To edit or delete a daily log, navigate to the "Daily log" page, find the daily log you want to change, click the "more" icon, and select the the option to edit or delete.
Any of the data entry fields or setting configurations can be edited while editing a daily log post. Once your changes have been made, click "Update daily log".
If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!