The Site Diary is your project's daily record of significant occurrences, incidents, and progress made on the job site. Any event or activity that could affect your project's progress or the quality of the completed work should be entered here.
You can access it on the Overview tab of any project in the Dashboard.
The views can be toggled between a Calendar and a List.
Each event entry shown (note, task, site photo, etc.) is clickable and editable.
Note: Events that have not yet been approved by a client can also be deleted while editing. This deletion is irreversible, so be sure only to delete when necessary. |
Included in this guide:
Calendar View
Add An Event
Hover over any date and click the plus sign (+) to enter any of the following templates, reports, or administrative events:
Templates | Reports | Administrative |
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Edit An Event
Click any existing item on the calendar to edit the event.
Note: Events can also be deleted while editing. This deletion is irreversible, so be sure only to delete when necessary. |
List View
The List View allows the same options as the Calendar View, as well as the ability to sort and search for events.
Search For Events
To search for events,
Type in the Search bar to find a specific event in the project, or
Click the Arrow above the Date column to sort the events in the project
Task To Do Widget and Project Tab
There is also a Task To Do tab located in every project, as well as a widget available at all times in the upper right corner of the PX360 Dashboard. From the widget you can view, add, or edit Tasks and Notes for any project from any screen.
Click here to view a more in-depth article on the Task To Do widget and project tab.