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Create a quick project report

Use the Quick Report modal to draft, tag, copy and save a short report for the current project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Quick Report modal​

From your project workspace, select the option to create a new quick report; the Quick Report window opens with the title, content and tags fields ready to use.

Open the Quick Report modal

Step 2: Enter the report title​

Type a clear, descriptive title for your report in the title field; this is required before you can save the report.

Enter the report title

Step 3: Add report content​

In the main text area, write the body of your report, including any details, decisions or findings you want to capture.

Add report content

Step 4: Review and adjust tags​

Use the tags editor to review any preset tags and add or remove tags so the report is correctly categorised and easy to find later.

Review and adjust tags

Step 5: Copy the report text (optional)​

If you need to reuse the report elsewhere, use the copy action to copy the combined title and content to your clipboard, ready to paste into emails or other documents.

Copy the report text (optional)

Step 6: Save the quick report​

When you are satisfied with the title, content and tags, select the save action; the report is created for the current project and added to your reports list.

Save the quick report

Step 7: Resolve any save errors​

If saving fails, review the inline error message shown above the action buttons, adjust your inputs if needed, and try saving again.

Resolve any save errors

Last updated: 2026-07-30