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