Create a Checklist Folder

Store construction checklists within organized Folders & Subfolders in ConstructionOnline's Checklist software

BACKGROUND

ConstructionOnline's powerful Checklist tool offers construction companies the ability to create, organize, manage, share, and save project task lists in one cloud-based location. Checklists in ConstructionOnline™ have the flexibility to be structured in whatever manner may best address the scale, scope, and requirements of your projects. As an additional level of organization, ConstructionOnline™ Checklists can also be organized into an unlimited number of convenient Folders & Sub-Folders to support a superior level of detail. 

This article contains the following sections:

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

BEST USE

By grouping construction Checklists within clearly labeled Folders, construction companies can: 

• Find & manage their Checklists easily and efficiently—reducing the risk of project tasks being forgotten or overlooked 
• Share & update task lists across project teams—decreasing the possibility of miscommunication and incomplete information 
• Improve the management of construction Checklists overall 

Construction companies can also standardize Checklists company-wide by duplicating Folders with Checklists to other Projects or building out a detailed Folder & Checklist structure in a Project Template for future re-use.

STEPS TO CREATE A CHECKLIST FOLDER

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 Folder" from the dropdown menu.
   
   
   
   1. If you would like to add the new Folder into an existing Folder or Subfolder, drill into the desired Folder by clicking on & opening the relevant Folder(s). 
4. Within the Create a New Checklist Folder window, enter the Name you wish to give the new Folder. 
5. Click the blue "Save" button to create the new Folder. 
   1. The new Folder will automatically populate within Checklists. 

VIDEO WALKTHROUGH

 

ADDITIONAL INFORMATION 

• Permissions: ConstructionOnline™ Company Users must have Checklist permissions set to "Can Create, Edit, & Delete" to create new Folders. 
• ClientLink/TeamLink Access: ClientLink™ and TeamLink™ Users cannot create Checklist Folders.
• Mobile App: New Checklist Folders can also 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.