Checklists

Use checklists to standardize work and eliminate mistakes.

• Overview: What is a Construction Checklist?
• Create a Checklist
• Import a Checklist from Excel
• Add an Item to a Checklist
• Attach Files to a Checklist Item
• Add an Assigned Resource to a Checklist Item
• Add a Cost Code to a Checklist Item
• Add an Item Issue to a Checklist Item
• Add a Cost Code to a Checklist Item Issue
• Manage Status Units for Checklist Items
• Mark Checklist Items and/or Item Issues as Complete
• Create a Checklist Folder
• Filter Checklist Items
• Understanding Checklist Views
• Edit a Checklist
• Edit a Checklist Item
• Edit a Checklist Item Issue
• Duplicate a Checklist
• Duplicate a Checklist Item and Item Issue
• Sign a Checklist
• Understanding the Checklist Progress Dashboard
• Hide Completed Checklist Items and Item Issues
• Share a Checklist
• Move a Checklist
• Print a Checklist
• Export a Checklist
• Delete a Checklist Item Issue
• Delete a Checklist
• Delete a Checklist Item