From the course: PlanGrid: Managing Construction Activities

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Create a Daily Report

Create a Daily Report - PlanGrid Tutorial

From the course: PlanGrid: Managing Construction Activities

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Create a Daily Report

- [Instructor] Converting our PDF forms into digital report templates here in PlanGrid is a big step up from using paper forms. There's another field report feature here in PlanGrid that let's us go even further into what I call a digital workflow as opposed to just digitizing our existing forms. Let's take a look. I'm going to create a different kind of field report template. I'm here on the Field Report screen, and I'm just going to select Add New and Create a new template, but this time instead of choosing Custom Reports, I want to choose a Daily Report. You'll see how easy it is and how fast it is to create this type of report. We're going to click on Next, and I'm going to rename this to my Daily Work Log. I like to add the Weather. I always want to include a Notes field at the bottom of every report, and I'm going to click on Next. This is where I assign the report, and in this case this is a daily report, I would probably assign it to my superintendent or project engineer, and…

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