Checklists

Delete a Checklist

Remove an existing construction checklist from a Project or Project Template in ConstructionOnline™

BACKGROUND

ConstructionOnline's industry-leading construction project tracking software helps construction pros protect the quality & efficiency of their projects with user-friendly project management tools like online Checklists.

Because construction projects always have a lot of moving parts, ConstructionOnline™ provides simple, user-friendly options for users to quickly & easily edit and, when necessary, remove task lists that no longer serve construction companies and their needs. 

This article contains the following sections:

  1. Step-by-step instructions
  2. Alternative access points
  3. Additional information

STEPS TO DELETE A CHECKLIST

    1. Navigate to the desired Project via the Left Sidebar.
    2. Select the Project Tracking tab and choose the Checklists category.
    3. Right-click on the Checklist you wish to remove. 
      1. If the Checklist is stored within a Folder, drill down to the specific list by clicking on & opening the relevant Folder(s). 
    4. Select "Delete Checklist" from the dropdown menu. 
    5. Within the Delete Checklist window, click the red "Delete" button to confirm.

      deletechecklist
      ⚠️ Please note: Checklists that have been deleted from ConstructionOnline™ cannot be recovered.

    ALTERNATIVE ACCESS

    • Checklists can also be deleted from Project Templates by using the following steps: 
      • Navigate to the Company Overview page using the Left Sidebar. 
      • Select the Company Projects tab, then choose the Templates category. 
      • Locate the desired Project Template
      • Right-click the Project Template, then select the option Manage Template Contents.
      • Follow Steps 2 - 5 as listed above. 

    ADDITIONAL INFORMATION 

    • Checklists—and their respective Items and Item Issues— deleted from ConstructionOnline™ Projects or Project Templates cannot be recovered. 
    • Permissions: ConstructionOnline™ Company Users must have Checklists permissions set to "Can Create, Edit, & Delete" to delete Checklists. 
      • ClientLink™ TeamLink™ Users cannot delete Checklists. 
    • Mobile App: Checklists can be deleted 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.