Creating and managing logs

About associations and multiple associations

By default, the primary association for a log is the workspace that it belongs to. 

When associations are enabled for a log type:

• In Portfolios you can associate a log with the following items:
  • work entities – work items below PPL such as phase, activity, task, sub task and action items
  • strategy entities at leaf level – related work entities
  • strategy entities at any other level except root – children items of the entities
• In ProjectPlace, you can associate a log with cards, activities, or milestones in the workspace.

When multiple associations are enabled for a log type, then you can create secondary associations between logs of that type with other entities of same type as the parent entity. You can associate a log with entity items such as work, workspaces, strategies, and boards so that you can track how the log impacts or is impacted by the entity items. For example, you can associate a risk that was created in project A with project B and project C. You can specify the type of association as: Blocks, Blocked by, Depends on, Dependent of, Impacts, Impacted by, Related to, Related, Causes, Caused by, Contributes to, or Contributed by. 

You can also create reports based on these associations and filter by association types.

To create a log:

1. Access Logbook.
2. Click +Create and then select the log type.
3. Complete the fields.
4. Do one or more of the following tasks.

To assign the log to a user:

1. Expand the Assignee section, 
2. Search for the assignee by typing at least 3 characters.
3. Select the assignee.

To associate the log with an item:

1. Expand the Associations section.
2. Search for an item by typing at least 3 characters.
3. Select the item.
4. Complete the remaining sections by expanding them and selecting the options.

To associate a log with entity items from a different workspace:

You can associate a log with other entity items, for example, to indicate that the log impacts or is impacted by a different project or workspace. 

1. Access the log and in the details panel, expand the Associations section.
2. Click + Add associations. The Add association dialog appears.
3. In the Association type list, select the option that describes the association.
4. In the Association entity list, select the entity that you want to associate with the log.
5. In the Mitigations field, search for and select the entity items (boards, cards, and so on) that are affected by the association.
6. Click Add.

To add a comment to a log:

1. Expand the Comments section.
2. Type the comment in the field.
3. To format the comment text:
   1. Click the ABC icon.
   2. To format the text font, select the text and then do one of the following:
      1. To make the text bold, click 
      2. To italicize the text, click 
      3. To underline the text, click 
      4. To change the color of the text, click  > , and then select the color.
      5. To apply code formatting, click 
4. To create a bulleted or numbered list, select the text and then click the corresponding icon.
5. To create a heading, click anywhere in the line and then click:
   1.  to create a main heading
   2.  to create a sub heading
6. To tag another user and send an email notification to them:
   1. Click @, start typing the name, and then select the matching name when it appears.
7. To add a link:
   1. Place the cursor where you want to add the link and then click .
   2. In the Create link dialog, type the URL and the text to be displayed on the tile, if different from the URL.
8. To attach a file:
   1. Click .
   2. In the Open dialog, locate and click the file.
   3. Click the Open button. 

To edit or delete a comment:

In the comment row, click  > Edit or Delete.