What it is
The Create menu opens the right form for any record - project, daily report, memo, proposal, work receipt, request, money out, cash request, purchase request, invoice, study or file. Global search finds projects, tasks, suppliers, memos, reports and documents. Every record also has a ⋮ menu with full change history and Clone.
Why you'll love it
- You only see what your role is allowed to create - no clutter, no errors.
- History shows who changed what, with before and after values.
- Clone yesterday's daily report and just change what is new.
How to do it
Tick each step as you try it in Metrak.
How it connects
Records you create here flow into - or come from - these features.
Pro tips
- Favourites (★) are personal and sync between web and phone.
More in Getting started
Ready to run your projects on Metrak?
Start free - no credit card. Your whole team can be on it today.