Note: Site Diary and Site Task have one global library. All of the global resources can be used in both applications.
There are two types of resources, global resources and site resources. Global resources can be used on any site whereas site resources are specific to that site.
Steps:
1. Click on Site Diary
2. Click on Go to Administration
3. Click on Resources
4. Click on Import People
5. Import the list of people from the Excel sheet by selecting Download Template or
add them manually one by one
Note: You can also add prices for people, equipment, and materials. It will help
6. Click on the information to add tags
Note: Tags play an important role in the Site Diary app. If used correctly, it can be a very powerful field to categorize your diary entries and tasks. Here are several reasons why tags are important. Click here to learn more about tags. (Add link to jump to tags page)
