How to Link Tasks to Your Daily Report

Linking Tasks directly into your Daily Report streamlines both attendance tracking and progress updates. By pulling your workspace entries directly into your report, you provide clear context regarding what you accomplished during the workday. This visibility keeps managers informed on project milestones, allowing them to help resolve bottlenecks and ensure that assignments progress smoothly. To link a task, you must have existing tasks created in your workspace. For instructions on how to set up your personal task list, refer to our guide on Managing Your Tasks through the Task Module. Step-by-Step Guides How to Link Tasks to a New Daily Report

• Click your avatar in the upper-right corner of the web dashboard.
• Click My Daily Reports on the User Menu.
• Click the plus icon (+) in the upper-right corner of the Daily Reports module to create a new report.
• Select your preferred method in creating your report. You can refer to our guide on How to Create Daily Reports for the different methods.
• Once the Report Form opens, click the Link My Tasks button.
• A pop-up modal with your existing Active Tasks will appear. Select the tasks you want to associate with the report by clicking the checkbox next to each item, and click Save.
• You can select multiple related tasks before saving and closing the pop-up modal. Your selected entries will display on the right side of the Report Form.

Note: Once a task is successfully attached to a Daily Report, a Linked Report Days indicator will appear directly beneath that task's line item inside the modal, confirming it has been logged.  How to Edit Linked Tasks To adjust your task selections while creating your Daily Report, you can update them directly from the active Report Form:

• Click the Edit My Linked Tasks button located in the upper-right corner of the Report Form.
• When the task list modal pops up, check or uncheck items to add or remove them from your current Daily Report.
• Click Save to apply your changes.

Workspace Layout and Visibility Navigating the Review Screens After you click Next to proceed and add applications and screenshots to your Daily Report, your Linked Tasks will anchor to the top section of the Report Form. If you want to maximize your screen space while filling out your Daily Report form, you can minimize the Linked Tasks list by clicking the dropdown arrow on the far right end of the task row. Viewing the Final Summary Once your Daily Report is saved, the system automatically logs the data. Your linked tasks will be visible in three different areas:

• Daily Reports Drawer (Dashboard View): Your Linked Tasks will reflect clearly on the lower section of your Task Report card summary on the right panel of the module.

• Daily Reports Player (Timeline Review): When reviewing a report timeline inside the Daily Reports Player, click the clipboard icon in the top-right corner to open a dedicated Linked Tasks modal.

• Manager Email Notifications (External Proof of Work): Your manager will automatically receive an email update when you submit your Daily Report. Your Linked Tasks are listed right in the center of the email body. 

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