Please note: you must have the "Edit Log Types" permission to perform these actions.
Creating log types is the first step to using the team logs feature. Log types define the classification your users will select when creating a log entry. When submitting an entry, users will first choose the relevant log type.
Log types contain the following fields of information:
Log Type Name: The title of the log type.
Entry Type: The type of entry the user will fill out.
Supporting Description: Additional information or entry instructions that can be provided about the log type.
Allow Media Upload: Enabling this option on will allow the user to upload media (photos, videos, files) when submitting the log entry.
To create log types:
Desktop steps
Desktop steps
1. Click "Bonjour" at the top right and choose "Business Settings".
2. Click "Task Settings".
3. Click "Edit".
4. Under Team Log Types, click "Manage types".
5. Click "Add".
6. Give the log type a name, and set the entry type. Enter a supporting description and allow media upload if applicable. When you're done click "Save".
Mobile steps
Mobile steps
1. Tap the profile icon.
2. Tap "Settings" at the top right.
3. Tap "Business Settings".
4. Tap the down arrow next to Users.
5. Tap "Task Settings".
6. Tap "Edit".
7. Tap "Manage types".
8. Tap "Add".
9. Give the log type a name, and set the entry type. Enter a supporting description and allow media upload if applicable. When you're done tap "Save".