Create your records

Free version

You can create issues, punch items, RFIs, and submittals to track your project information. The basic steps for adding each of these record types are the same.

Goal: Create a record.

  1. In the project menu, click the record module.
    2. Records section in project menu
  2. On the navigation toolbar, click add_circle (Create).

    3. The Create panel opens on the right side.

    Create panel for RFIs
  3. Select a different workflow status.

    4. Draft records are only visible to the user that created them and to the Account Owner. To make the record available to your team members, select a non-draft workflow status.

    Workflow status field
  4. Enter the record details in the panel.
  5. Assign the record to someone, or add them to the courtesy copy list

    6. The workflow status changes automatically to a non-draft status. You must also complete all the required fields, which are marked with an asterisk (*).

    Assignments and courtesy copies
  6. Click Save.

    7. You created your first record! To open the full record and add more details, you can click aspect_ratio (Expand) in the panel.