Create a Checklist

Build detailed, easy-to-use construction checklists to ensure efficiency & quality across construction projects and teams

BACKGROUND

Essential to maintaining organization across construction projects, ConstructionOnline's Checklist software provides construction pros with the tools needed to build & manage detailed construction checklists at any time, from any place.

To promote efficiency throughout the duration of a project, each ConstructionOnline™ Project can contain an unlimited amount of check lists categorized to fit your business' needs. 

ConstructionOnline™ Checklists—which can be grouped into optional into Folders and Subfolders—are the broadest level of organization and house Items and Item Issues. 

This article contains the following sections: 

1. Best use recommendations
2. Step-by-step instructions 
3. Video walkthrough
4. Additional information

BEST USE

With an identical interface to ConstructionOnline's Punch List feature, new ConstructionOnline™ Users often wonder what distinguishes Checklists from Punch Lists in ConstructionOnline™. 

Traditionally, construction punch lists are used to compile & track lists of outstanding tasks that need to be completed at key project milestones for regular inspections or quality assurance and/or during the close-out stage of a project. 

Checklists within ConstructionOnline™ are reserved for all other general uses. We recommend using ConstructionOnline's Checklist feature to create lists of tasks and sub-tasks at any time during a project's life cycle—pre-construction, planning/design, sitework, and more. 

Implementing a system of pre-defined project checklists—especially in conjunction with your project's punch lists—can help define and standardize common construction management processes while maintaining a high level of quality and efficiency across your projects. 

STEPS TO CREATE A CHECKLIST

1. Navigate to the desired Project via the Left Sidebar. 
2. Select the Project Tracking tab and choose the Checklists category.
3. From the Checklists pane, click the green (+) Add New... button and select "Add Checklist" from the dropdown menu. 
   1. If you would like to add a new list to an existing Folder or Subfolder, drill into the desired Folder by clicking on & opening the relevant Folder(s). 
      1. Folders must be created before new lists can be added. 
4. Within the Create New Checklist window, enter the Checklist Name (this step is required), then fill in any additional information as desired:
   
   1. Room/Location: The room, building, or other identifying location relevant to the list at hand (i.e. Kitchen, Primary Bathroom, 10th Floor, Building 6, etc.)  
   2. Checklist Creator: This field selects the current user by default and is not editable
   3. Checklist Editor(s): 
      1. Checklist Editors can see and edit every Item in the list, and can edit the list Itself.
      2. The Creator of the Checklist is automatically assigned as an Editor.
      3. Multiple Users can be added as Checklist Editors. 
      4. The current user appears within the dropdown list first, followed by all Company Contacts organized in alphabetical order.
   4. Checklist Viewer(s): 
      1. Checklist Viewers have permission to see all Items in the list, but can only edit Items for which they are an Assigned Resource. 
      2. Multiple Users can be added as Checklist Viewers. 
      3. The current user appears within the dropdown list first, followed by all Company Contacts organized in alphabetical order.
5. Finalize the new list by clicking the blue "Create" button. The new list will automatically appear within the Checklists pane or within its respective Folder. 

VIDEO WALKTHROUGH 

ADDITIONAL INFORMATION

• Checklists—and their respective Items & Item Issues—can be created manually per Project, included as part of a Project Template, or imported from Excel.
  • To streamline future construction projects, ConstructionOnline™ Company Users can move existing Checklists to a Project Template, or create new lists manually within Project Templates. 
    • To access and manage a Project Template, follow the steps within the Edit a Project Template article.
• Permissions: ConstructionOnline™ Company Users must have Checklists permissions set to "Can Create, Edit, & Delete" to create new Checklists. 
  • 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 Checklists 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.