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Daily Log Configuration

Required Permission
Company Setup - You must have the Company Setup permission to access this setting.

Configure the questions and structure of your daily log forms. This determines what information your team captures when documenting project progress.

Overview​

Daily logs use a dynamic questionnaire system that you configure here. Questions are organized into four step categories, and each question can be customized for type, requirements, and behavior.

Accessing Configuration​

Settings → Projects → Daily Log Configuration

Understanding the Interface​

The configuration page shows:

  • Settings card - Company-level daily log settings
  • Category tabs - Switch between the four step categories
  • Question list - Drag-and-drop sortable questions
  • Add Question button - Create new questions
  • Show disabled toggle - View/hide disabled questions

Settings​

The Settings card at the top of the configuration page contains company-level options:

Allow Multiple Daily Logs Per Project Per Day​

When enabled, users can create more than one daily log for the same project on the same date. This is useful when multiple crews or team leads need to submit separate daily logs for the same project.

When a user selects a date that already has daily logs, they will see a list of existing logs (showing status and who created each one) with the option to edit any existing log or create a new one.

When disabled (default), only one daily log per project per day is allowed. Selecting a date with an existing log prompts the user to edit the existing log.

Step Categories​

Questions are organized into four categories that appear as steps in the daily log form:

CategoryPurposeExample Questions
Client CommunicationCustomer interactions"Did you speak with the customer?", "Any concerns raised?"
Internal CommunicationTeam notes"Notes for office staff", "Issues for tomorrow's crew"
Progress PhotosVisual documentation"Upload progress photos", "Document completion status"
GeneralEverything else"Trade partners on site", "Schedule changes", "Weather impact"

Users complete these in order when filling out a daily log.

Creating Questions​

Add a New Question​

  1. Click Add Question

  2. Fill in the question details:

    • Question Text - What the user sees (required)
    • Client Question Text - Alternative text for client-facing contexts (Client Communication only)
    • Question Type - Input method
    • Step Category - Which step this appears in
    • Enabled - Whether question appears in forms
    • Required - Whether answer is mandatory

  3. Click Create Question

Question Types​

TypeDescriptionBest For
Text InputSingle-line text fieldShort answers, names, numbers
Text AreaMulti-line text fieldDetailed descriptions, notes
Yes/No DropdownToggle with optional follow-upBinary questions with context
Date PickerDate selection widgetScheduling, inspection dates
Time PickerTime selection widgetStart times, meeting times
Team Member SelectionMulti-select user pickerWho worked, who to notify
File UploadPhoto/image uploadProgress photos, documentation

Yes/No with Conditional Text​

For Yes/No questions, you can show a text field based on the answer:

  1. Select Yes/No Dropdown as type
  2. Under Yes/No Field Settings:
    • Show Text Field On: Choose "Yes", "No", or "No text field"
    • Text Field Label: Customize the prompt (e.g., "Please explain")

Example: "Did the customer express any concerns?"

  • Show text field when: Yes
  • Text field label: "What concerns were raised?"

File Upload Configuration​

For File Upload questions:

  1. Minimum Files - How many images must be uploaded (default: 1)
  2. Upload Folder - Optional project folder to save photos
    • Select from your default project folder structure
    • If not set, photos attach only to the daily log

Example: Require at least 3 progress photos, saved to "Daily Photos" folder.

Managing Questions​

Reordering Questions​

Questions appear in the form in sort order:

  1. Drag the handle icon on any question
  2. Drop in the desired position
  3. Order saves automatically

Editing Questions​

  1. Click the edit icon on any question
  2. Modify fields as needed
  3. Click Update Question

:::warning Changing Types Changing a question type may affect how existing answers display. Consider creating a new question instead of changing types on heavily-used questions. :::

Enabling/Disabling Questions​

  • Enable: Question appears in daily log forms
  • Disable: Question hidden from forms but answers preserved

To view disabled questions:

  1. Toggle Show disabled questions on
  2. Disabled questions appear grayed out
  3. Edit to re-enable if needed

Deleting Questions​

Questions can only be deleted if they have no existing answers.

If answers exist:

  • Disable the question instead
  • Or manually remove from historical logs first

Client Question Text​

For Client Communication questions only, you can set alternative text:

  • Question Text - What internal staff sees
  • Client Question Text - What appears in client-facing contexts

Example:

  • Internal: "Did you discuss payment timeline with homeowner?"
  • Client: "Were billing details reviewed?"

Leave Client Question Text blank to use the same text for both.

Best Practices​

Start Simple​

Begin with a few essential questions:

  1. "Work performed today" (Text Area, Required)
  2. "Customer interaction?" (Yes/No)
  3. "Progress photos" (File Upload, Required, Min 3)
  4. "Issues or delays?" (Yes/No with text on Yes)

Required vs. Optional​

Make questions required when:

  • Information is essential for project records
  • Data feeds into reports or billing
  • Missing information causes problems

Make questions optional when:

  • Situation-dependent (e.g., "Inspection notes")
  • Nice-to-have but not critical
  • Question doesn't apply to all projects

Category Organization​

  • Client Communication - Anything customer-related
  • Internal Communication - Staff-only notes, office updates
  • Progress Photos - Keep photo uploads here for logical flow
  • General - Catch-all for scheduling, weather, trades

Question Writing Tips​

Be Specific

  • ❌ "Notes"
  • ✅ "Describe today's completed work"

Use Action Words

  • ❌ "Customer"
  • ✅ "Did you speak with the customer today?"

Avoid Double-Barreled Questions

  • ❌ "Were there delays and did you notify the customer?"
  • ✅ Separate into two questions

Form Preview​

To see how your configuration looks to users:

  1. Navigate to any project
  2. Create a new daily log
  3. Step through the form to verify layout

Permissions​

To configure daily logs, users need:

  • Settings access
  • Appropriate admin permissions

Regular users can submit daily logs but cannot modify the configuration.

Troubleshooting​

Questions not appearing in form​

  • Check the question is enabled
  • Verify the step category is correct
  • Refresh the page/app to load latest config

Can't delete a question​

Questions with existing answers cannot be deleted. Options:

  • Disable the question instead
  • Edit historical daily logs to remove answers first

Sort order not saving​

  • Ensure you have edit permissions
  • Try refreshing and reordering
  • Check for error messages after dropping

File uploads not working​

  • Verify the question type is File Upload
  • Check minimum files setting isn't too high
  • Ensure upload folder exists (if configured)