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Procore (en-CA)

Create Note Entries

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Objective

To create Notes entries in the project's Daily Log tool.

Background

The Notes section can be used to add additional information for the day. This is a good place to enter miscellaneous issues or items that don't necessarily fit in any of the other sections or tools provided. You can also mark notes as 'issues' and run dedicated reports on them.

Things to Consider

Steps

  1. Navigate to the project's Daily Log tool.
  2. Scroll to the Notes section.
  3. Enter the following information:
    Tip! Certain fields in the Notes log can be configured as required, optional or hidden in the Company level Admin tool. See Create New Configurable Fieldsets.
  4. Click Create.

Next Step