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How to Add Journals to Projects

Type Down Notes and Phone Calls to Keep the Communication History.

  1. Open a Project.
  2. Click Add New and choose Journal.

    Add New Journal

  3. The Journal card will pop up with the prefilled Superior Item, Company, Contact, Start Time and End Time. Additionally, you can specify other fields:

Pre-filled Values

NumberDescription
1Subject (short desciption of the activity, e.g. “Kick Off“, “Initial Talks“, “Discussion about …“).
2Type (the drop-down menu can be customized in the Administration Settings: Module Settings> Drop Down Menus > Journal Type).
3Importance
  1. Use Note field to specify details of a call/meeting.

    Note Field

  2. Click Save.
  3. In the the lower half of the Journal card, you can attach such related information as Emails, Documents, Tasks, Calendar events, Deals, Projects, Companies, Contacts, Marketing Campaigns, Products or Categories.

To link different modules, you can also use the buttons Add New and Link to Existing on the top ribbon.

Add Relation

Now, you can find all your activities under the Journal tab on the Project card.

Journal Tab

You can filter or group items by any field, e.g. by Type.

Journal Grouping

Learn more here.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.