Start a New Daily

3 min read
Available now on Beta, This feature is in beta testing and will roll out to everyone soon.

What is this?

A daily report starts with a project and a date. Clue suggests the job closest to you, so most days take one tap. Tap a project and Clue creates the daily and opens the crew step.

Step 1 of 5, Which project, and for when?

Who's this for?

  • Foreman, start the daily for your job each shift.
  • Superintendent, start a daily for a crew that has no foreman on site.

How to use it

Step 1: Click New Daily

Go to Operations > Dailies and click New Daily.

The New Daily button on the Dailies page

Step 2: Pick the date

The daily opens on Step 1 of 5. Choose Yesterday, Today, or click Select Date for any other day.

The Select Date calendar on step 1

Step 3: Find your project

Clue lists Suggested projects and marks the best match RECOMMENDED. To find another job, type in Search.

Search results for a project name

Step 4: Check the shift

The Daily Report panel shows the project, the date and the shift, for example Day shift.

The Daily Report panel showing the project, date and Day shift

Step 5: Tap the project, or go back

Tap a project to create the daily and move to the crew step. Click Back to leave without creating a daily.

The Back button at the bottom of step 1

The full details

  • Suggested: Projects near you and projects you reported on recently.
  • You reported here: The last date you filed a daily on that project.
  • RECOMMENDED: The project Clue thinks you want today.
  • Copy Yesterday's Daily: When it shows, it starts a new daily on the project of your last daily.
  • Shifts: If a project has more than one shift, tap the project, then pick the shift.
  • Daily Report panel: Shows each step of the daily. The step you are on is marked NOW.

Tips

  • Set the date before you tap a project. The tap creates the daily right away.
  • If you picked the wrong date, open the daily and use Change Date. Every hour moves with it.

See it live

Get a Demo

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