Activities: Activities Log - Daily View tab Overview

Activities: Activities Log - Daily View tab Overview

Purpose

  1. To give an overview of the Daily View within the Activities Log.


Video




Directions


1. Navigate to Activities then select on Activities Log.


Click on Activities Log.



2. Click on Daily View tab.


Click on Daily View tab.



3. Advance through prior days or upcoming days by clicking on the arrows.


Advance through prior days or upcoming days by clicking on the arrows.



4. Clicking on indicated icon will drop down a Calendar.
Note: Both calendars within the Daily View have the same features.


Clicking on indicated icon will drop down a Calendar.



5. Using the calendar to search by day, month or year.

The arrows allows to scroll through months.

Selecting on the month brings a dropdown of all months to choose from.

Selectin on the year brings a dropdown of years to choose from.



Using the calendar to search by day, month or year.



6. To print a PDF click on the printer icon.


To print a PDF click on the printer icon.




7. Select what modules will appear on the PDF then click Print.


Select what modules will appear on the PDF then click Print.



8. Select what modules appear in the Daily View.
Important: These are sticky fields, the selections here will reflect in the Calendar and List view as well.


Select what modules appear in the Daily View.




9. The ability to Create New Event from the Daily view.


The ability to Create New Event from the Daily view.




10. Clicking on the eye icon or the list will redirect to that module.


Clicking on the eye icon or the list will redirect to that module.



    • Related Articles

    • Daily Log List Overview

      Purpose To give an overview of the Daily Log List functions. Related Articles Daily Log Entries Daily Log List Saved Views Video Instructions 1. Navigate to the Activities Module and select Daily Log List from the menu. 2. The Daily Log shows entries ...
    • Activities Log: Calendar Tab Overview

      Purpose To explain the features of the Calendar view within the Activities Log. Video Directions 1. Navigate to Activities, click on Activities Log. 2. Click on Calendar tab. 3. Use the search fields to customize what appears in the Calendar view. ...
    • Activities: Activities Log - List Tab Overview

      Purpose To give an overview of the features of the List view within the Activities Log. Video Directions 1. From the Activities module select Activities Log. 2. Select List from the three tabs located at top of page. 3. Narrow down the event list ...
    • Daily Log List Saved Views

      Purpose To create a saved view inside the Daily Log List. Related Articles Daily Log Entry Daily Log List Video Instructions 1. Navigate to the Activities module and select Daily Log List from the menu. 2. Select the dots next to Default View and ...
    • Activities: Creating New Event / Participants Tab

      Purpose To explain the Participants tab when creating a new event. Related Articles Methods to Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Payroll Summary Tab Activities: Setting a Recurring Event Video ...