Please note: you must have the "Edit Team Logs" permission to perform these actions.
Log guides are collections of log types. They can be scheduled to repeat or used as one-time submissions. For example, you could set up a repeating "Manager’s Log" guide that contains several log types your managers need to complete daily. Alternatively, you could create a one-off "Incident Report" guide for users to submit as incidents occur.
Log guides contain the following fields:
Name: The title of the guide.
Schedule: This defines how often the guide repeats (if applicable). Leaving the default setting as "None" allows the guide to be reused as one-off entries whenever needed. However, if you set a repeating schedule, the guide will be used strictly for scheduled purposes and cannot be used for one-off entries.
Members Assigned: The users who are assigned to the guide. Once a user is assigned to a guide, it becomes visible only to those assigned users and to users who have the "Edit Team Logs" permission.
Email Notifications: The emails setup to receive reports upon a guide being submitted.
Log Types: The log types associated with the guide.
To create a log guide:
Desktop
Desktop
1. First, ensure you are on the Tasks view then click "View: Tasks".
2. Select "Team Logs".
3. Click "Manage Log Guides".
4. Click "Create Guide".
5. Enter all the necessary details about the guide, including the log types to be associated with it. Once everything is filled out, click "Save."
Mobile
Mobile
1. First, ensure you are on the Tasks view then tap the down arrow next to "Task Lists".
2. Select "Team Logs".
3. Tap the three dots (ellipsis).
4. Choose "Manage Log Guides".
5. Tap "Add".
6. Enter all the necessary details about the guide, including the log types to be associated with it. Once everything is filled out, tap "Save."
