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      Add an Item Issue to a Checklist Item

      Attach any additional requirements, improvements, details and/or resources to ConstructionOnline™ Checklists with Item Issues

      BACKGROUND

      As the industry's leading provider of construction management software, ConstructionOnline™ offers construction pros & their teams easy-to-use, cloud-based tools for creating and managing detailed project checklists. 

      Within each ConstructionOnline™ Project, construction companies can house an unlimited number of Checklists structured with however many Items needed to best address the requirements and scales of the job at hand. For Checklists that need a higher level of detail, users can add additional sub-tasks or details using Item Issues. 

      This article contains the following sections:

      1. Prerequisites
      2. Step-by-step instructions
      3. Video walkthrough
      4. Additional information

      PREREQUISITES

      STEPS TO ADD AN ITEM ISSUE TO A CHECKLIST ITEM

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab and choose the Checklists category.
      3. Click on the desired Checklist to open it.
        1. If the Checklist is stored within a Folder, drill down to the specific Checklist by clicking on & opening the relevant Folder(s). 
      4. Right-click on the Item you wish to add an Item Issue to, and select "Add Item Issue" from the dropdown menu.
      5. Within the Issue Details window, enter the following information: 
        1. Issue Description: *Required
        2. Responsible Resource(s): Select the Company Contact(s) responsible for completing the Item Issue
        3. Priority: Assign one of the following priority levels to the Item Issue  
          1. None
          2. Low
          3. Medium
          4. High 
        4. Status: Set the Status of the Item Issue 
          1. This field can be customized.
        5. Trade: Select a Trade to attach to the Item Issue 
          1. This field can be customized. 
        6. Due Date: The date by which the Item Issue must be completed
        7. Percent Complete: Enter the percentage of work associated with the Item Issue that has been completed
          1. Mark the check box next to ☑️Mark as Complete if the Item Issue has been completed 
        8. Cost Code: Choose the desired Cost Code for the Item Issue from the dropdown menu
          1. Cost Codes must be assigned to the Project to populate here.
      6. Finalize the details of the new Item Issue by clicking the blue "Create Issue" button. The new Item Issue will populate under its respective Item automatically. 

      VIDEO WALKTHROUGH 

      ADDITIONAL INFORMATION

      • Permissions: ConstructionOnline™ Company Users must have Checklists permissions set to "Can Create, Edit, & Delete" to create new Checklist Item Issues. 
        • ClientLink™ and TeamLink™ Users with Checklists permissions enabled can:
          • See lists they're assigned a Viewer on
          • Make changes to lists they're assigned an Editor on
          • Make changes to list Items they're an Assigned Resource on
      • Mobile App: New Checklist Item Issues can be created from the CO™ Mobile App. 

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding Checklists can be found in the FAQ: Checklists article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.