Ctrlk
Trust CentreRoadmapStatusLogin
For the complete documentation index, see llms.txt. This page is also available as Markdown.
Export as PDF

Diary Performance

Who can access this feature?

Any Project User with full Diary Access can view the Diary Homepage tab and Performance data.

Diary Homepage

Your homepage gives you an at-a-glance view of Diary completion - how regularly and accurately your team is logging against the plan.

All Diary Submissions

A heatmap shows how many Diary Entries have been logged across the year.

How the heatmap works:

  • The darker the square, the more Entries have been logged that day

  • Hover over any square to see its date and Entries - this appears once you've logged at least one Entry

Contributing & Followed Diaries

See an overview of performance for the Diaries you contribute to and follow.

For every Diary you follow or contribute to, you'll see:

  • 30-Day Completion: the percentage of expected Entries that were actually completed over the last 30 days, with an arrow showing whether that's trending up or down compared to the previous 30 days.

  • Streak: a icon shows your current streak of closed Entries on required routine days, plus a 7-day snapshot ( Closed, Awaiting Review, Missed or not required)

How Performance Metrics Work

Only days set as required in your Diary Routine count towards building or breaking your streak, so make sure it accurately matches what and when you need to log before you start tracking completion and streaks.

To follow a Diary:

  • Locate the Diary you wish to follow from the Diaries tab

  • Click into the Diary to open the Diary details

  • In the top right-hand corner, click

How Followers Work

What Followers Do

Followers track diary activity and monitor how well the diary template is being followed according to your project's routine. When you're a follower of a diary, you'll see the diary's compliance and performance metrics on your Diary Homepage.

Who Can Be a Follower

Any user with Diary Access can make themselves a follower of any diary in the project. Additionally, users with Diary Access can add other project users as followers - even those who don't have Diary Access themselves.

Important: Non-Diary Users as Followers

Project users without Diary Access can be added as followers, but they won't be able to view diary pages or track performance until they're given Diary Access. Once they gain Diary Access, they can see their followed diaries' performance on the Diary Homepage.

Last updated

Was this helpful?