1
Click the 3 lines, located at the top left side corner of the screen.
2
Click "All projects & organizations"
3
There you are able to search for the project you wish to open.
4
Once you selected the project. Under Progress select "Daily planning"
5
Select the daily plan you wish to open
6
Under notes/issues. You will be able to create a note for that daily plan.
7
Click the Add icon in the upper left, and then select Add note or Add issue.
NOTE: If there are no existing notes, you can also click Add note or Add issue in the notes area on the right.
8
For a note, enter a description for the crew in the text field. For an issue, enter an issue name and issue start date. For an issue, you can also select a task associated with the issue.
You can tag notes or issues. Tags are defined by your organization and project. Click Add tags, and then select a tag in the slide-out panel. Click Done to close the slide-out panel.
You can associate notes or issues with tasks, employees, equipment, and components in the daily plan. Click Add associations, and then select associations in the slide-out panel. Click Done to close the slide-out panel.
Once you finish click "Done".
