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

      Edit a Checklist

      Modify the details of an existing construction checklist in ConstructionOnline™

      BACKGROUND

      As the leading construction management software, ConstructionOnline™ equips construction companies with powerful tools to add structure and detail to their project tracking needs.

      With ConstructionOnline's Checklist management, users can quickly create, document, photograph, and assign construction checklist tasks from the office or job site. In the event that checklist details need to be edited after creation, ConstructionOnline™ also provides flexible options for easy modification. 

      This article contains the following sections:

      1. Video walkthrough
      2. Step-by-step instructions
      3. Additional information

      VIDEO WALKTHROUGH

       

      STEPS TO EDIT 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 edit and choose "Edit Checklist" from the dropdown menu. 
        1. If the Checklist is stored within a Folder, drill down to the specific Checklist by clicking on & opening the relevant Folder(s).
      4. Within the Edit Checklist window, make your desired modifications to the Checklist's details. 
        1. Modifiable fields include: Checklist Name, Room/Location, Checklist Editor(s), and Checklist Viewer(s). 
        2. The Checklist Creator field cannot be modified. 
      5. Finalize your edits by clicking the blue "Save Changes" button. 

      Looking to edit the details of individual Checklist Items and/or Item Issues? Find more information in the following articles: 

      ADDITIONAL INFORMATION

      • Permissions: ConstructionOnline™ Company Users must have Checklists permissions set to "Can Create, Edit, & Delete" to edit Checklist details. 
        • ClientLink™ and TeamLink™ Users cannot make edits to Checklist details; however, depending on their Checklists permissions and assigned roles, they may be able to:
          • See Checklists they're assigned a Viewer on
          • Make changes to Checklists they're assigned an Editor on
          • Make changes to Checklist Items they're an Assigned Resource on
      • Mobile App: Edits can be made to Checklists 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.