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      Edit a Checklist Item Issue

      Manage details for the sub-task of a primary task on a construction checklist in ConstructionOnline™

      BACKGROUND

      Engineered to add structure and detail to construction project management needs, ConstructionOnline's Checklist software offers construction pros effective ways to create, organize, and manage detailed, online construction task lists.

      A property of Checklist Items, Item Issues provide construction companies with a way to add additional tasks and/or details to the structure of their Checklists. Because the scope of construction projects is ever-changing, ConstructionOnline™ provides seamless ways to modify the details of Checklists and their respective Items and Item Issues. 

      This article contains the following sections:

      1. Video walkthrough
      2. Step-by-step instructions
      3. Alternative access points
      4. Tips & tricks
      5. Additional information

      VIDEO WALKTHROUGH

       

      STEPS TO EDIT A CHECKLIST ITEM ISSUE

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab and choose the Checklists category.
      3. Click on the Checklist that houses the Item Issue you wish to edit to open it.
        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 Checklist, right-click on the Item Issue you wish to edit and select "Edit Item Issue" from the dropdown menu. 
      5. From the Issue Details window, make your desired changes to the Item Issue's details. 
        1. All fields are modifiable.
      6. Finalize your edits by clicking the blue "Save Changes" button.

      ALTERNATIVE ACCESS POINTS

      ConstructionOnline™ provides two additional access points for managing Item Issue details:

      A. From Checklist Items:

      • Follow Steps 1-3 above. 
      • Within the Checklist, right-click on the Item housing the Item Issue you wish to edit and select "Manage Issues" from the dropdown menu. 
      • From the Item Issues tab, click on the pencil icon  pencil icon next to the Item Issue you wish to edit.  
      • Follow Steps 5 & 6 above.

      B. From the Item Issues view: 

      • Follow Steps 1 & 2 above. 
      • Within the Checklists pane, select the Item Issues view. 

        item issues view
      • From the Item Issues view, find the Item Issue you wish to edit. 
        • All Item Issues from all Project Checklists will populate within this view. 
      • Hover over the desired Item Issue and click the gray three-dot action menu on the far right of the Item Issue's row. 
      • Select "Edit Item Issue" from the dropdown menu. 
      • Follow Steps 5 & 6 above.

      TIPS & TRICKS

      Looking to make the same edit for several Checklist Item Issues? Save time by using ConstructionOnline's multi-select feature, which allows you to perform bulk-edits on multiple Item Issues at once. The following Checklist Item Issue properties can be edited in bulk: Priority, Status, Percent Complete, Trade, Resources, and Due Date. However, only one property can be edited in bulk at a time. 

      • To enable multi-select, hold down the Ctrl/Command key on your keyboard. Please use the Ctrl key if using a Windows device and the Command key for a macOS device. 
      • Within the Item Issues view, click on the desired Item Issues you would like to edit in bulk. Each Item Issue you select will appear highlighted in either blue or dark grey, depending on your display settings. 
      • Release the Ctrl/Command key, then right-click on any selected Item Issue and select the option "Edit Item Issues". 

        edit item issues option
      • Using the dropdown menu labeled "Select a Property to Edit", select which property you would like to edit.
      • After selecting a property, use the second dropdown menu or text box to enter your edits. 
      • Click the blue Save button to save your new changes to the Checklist Item Issues.

      ADDITIONAL INFORMATION

      • Permissions: ConstructionOnline™ Company Users must have Checklist permissions set to "Can Create, Edit, & Delete" to edit Item Issues details. 
        • Depending upon their Checklist permissions and assigned roles, ClientLink™ and TeamLink™ Users can
          • 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 Item Issues 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.