Quick actions

Quick actions

Quick actions on the dashboard let you perform common tasks without navigating away from your home screen. The buttons you see depend on your role — not every action appears for every person.

Available Quick Actions

The labels below match dashboard quick-action buttons. Your dashboard shows a subset of these based on role.

New Observation

Report a safety concern:

• Click New Observation
• Select the type (hazard, near-miss, positive)
• Add a description and optional photo
• Submit — AI will classify the hazard category

Daily Log

Create or submit today's site log:

• Click Daily Log
• Review auto-populated activity for today
• Edit as needed
• Submit or save

Permits

Open active work permits:

• Click Permits
• Review active permits or start a new one
• Fill in the required details
• Route for approval

Toolbox Talk

Start or review a toolbox talk:

• Click Toolbox Talk
• Choose a template or create custom content
• Share the attendance QR code with your crew
• Track who attends in real-time

View Crew

See who is on site today:

• Click View Crew
• Review the crew list for the current project

Role-specific actions

Quick actions are assigned by role. Examples:

• Superintendents also see Daily Log, Permits, and View Crew
• Project managers see New Observation plus project and team actions such as View Projects and Team
• Admins see administrative actions such as Create Project and Invite User, not field shortcuts

There is no dashboard setting to turn individual quick actions on or off. If a button is missing, it is because it is not in your role's list.