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How to create a diary entry

How to create a diary entry

Created on:
October 3, 2024
Updated on:
October 3, 2024
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Step 1: Log in to Statii and Access the Diary

Navigate to the Diary section from the Dashboard

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Step 2: Create a Diary Entry

From the diary home screen, click the 'NEW ENTRY' button placed in the top left hand side screen.

2.1 Attach the new diary entry to a subject:

Customer documents: Quote / Sales Order / Invoice / Other

Supplier documents: Purchase Order / Other

Customer subjects: Create in admin

2.2 Create diary content and set due date

Enter brief description

Select a action date (due date)

2.3 Add other users (colleagues)

Select other users who are required to complete the diary task.

Only the users can complete a task assigned to them.

Once an users has completed their task, a completion date and time stamp will be automatically applied.

2.4 Add diary updates and notes to a task

Click the add button to add a new note or update to the task for other users to view.

Users can also attach documents to diary entries from increased transparency and organisation.

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