Create
Guide
Log a communication
Record a call, message, email or meeting about a project, with a summary, voice note or file, and set a follow-up date so you do not forget to act on it.
Updated 29 September 2026
Written guide
- Open the project and, in Quick Actions, select Log Communication.
- Select the Project. This is required.
- (Optional) Choose who the communication was with in To. After you select a project, its clients and team members appear in the list.
- Choose the Type, such as call, WhatsApp, email or meeting. This is required.
- Choose the Direction: Inbound if you received it, or Outbound if you made it.
- (Optional) Enter a Subject. If you leave it blank, KaelSite creates one from the type and the recipient or project.
- Add the details of the communication. You can write a Written summary, add a voice note, or attach a file. You need at least one of them.
- (Optional) Set a follow-up date. KaelSite adds a reminder to your calendar, and the communication appears on the Follow-ups page.
- Save the communication.
What happens next: the communication is added to the project's communication timeline.