Checklists
      Back to home
      1. ConstructionOnline Knowledge Base
      2. Checklists

      Duplicate a Checklist Item and Item Issue

      Construction teams can save time and improve efficiency with ConstructionOnline’s user-friendly construction Checklists, complete with easy shortcuts like duplicating Checklist Items.

      BACKGROUND

      One of ConstructionOnline’s impressive project tracking tools, ConstructionOnline's project checklists help to ensure attention to detail on any construction job—allowing all members of the construction team the ability to collaborate with ease.

      Oftentimes, tasks included on construction checklists are standardized, repetitive, or simply similar in scope. For these cases, ConstructionOnline™ provides user-friendly options for duplicating Checklist Items, Item Issues, and Attachments to streamline project tracking and help construction teams work smarter, not harder.  

      This article contains the following sections: 

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

      STEPS TO DUPLICATE A CHECKLIST ITEM OR ITEM ISSUE

        1. Navigate to the desired Project via the Left Sidebar.
        2. Select the Project Tracking tab and choose the Checklists category.
        3. Select the desired Checklist to open it.
          1. If the list is stored within a Folder, drill down to the specific list by clicking on & opening the relevant Folder(s). 
        4. Within the desired list, right-click on the Item you wish to replicate and click “Duplicate” from the dropdown menu.
        5. From the Duplicate Checklist Item window, update any Item Details, Issues, or Attachments that may need to be different on the duplicated Item with consideration to the following conditions: 
          1. Within the Details section: 
            1. The Item Name/Description will populate exactly the same as the original Item by default.
            2. The Item Creator remains the same and cannot be modified. 
            3. The Item No. will be the next sequential number that should occur on the list.
            4. The Due Date remains the same if the Due Date falls after the current date.
            5. The following fields carry over from the original Item, but are modifiable: Room/Location, Percent Complete, Priority, Status, Trade, Cost Code, Cost Impact, Assigned & Related Resources, and Item Notes.
          2. Within the Item Issues section:
            1. Item Issues from the original Item will carry over unless modified or removed.
            2. Item Issues cannot be duplicated independently of the Checklist Item.
          3. Within the Attachments section: 
            1. Any attachments from the original Item will carry over by default, however Attachments can be added or removed during this step prior to finalizing item duplication.
            2. Attachments cannot be duplicated independently of the Item. 
        6. Click the blue "Duplicate" button in the bottom right corner of the window once you have finalized your Item's details.
          1. The duplicated Item will populate automatically on your Checklist. 

        BEST USE 

        Construction companies can streamline their project tracking process by duplicating the standardized, repetitive tasks and sub-tasks they include on their general checklists. 

        Individual Items can be independently duplicated on their original Checklist. Duplicating an Item also allows the user to duplicate the associated Item Issues & Attachments. 

        Alternatively, if you wish to reuse a Project Checklist, users can duplicate entire lists including all Items, Issues, & Attachments.

        VIDEO WALKTHROUGH

        ADDITIONAL INFORMATION 

        • Permissions: ConstructionOnline™ Company Users must have Checklist permissions set to "Can Create, Edit, & Delete" to edit and duplicate Items & Item Issues.
          • ClientLink™ and TeamLink™ Users with Checklist permissions enabled can duplicate Items for: 
            • Checklists in which they have been assigned an "Editor"
            • Items they have been attached to as an "Assigned Resource" 
        • Mobile App: Checklist Items can be duplicated exclusively via browser access to ConstructionOnline™.
          • Duplication of Items is not currently available via the ConstructionOnline™ 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.