Punch Lists

Hide Completed Punch List Items and Item Issues

Filter finished tasks & sub-tasks from view in ConstructionOnline™

BACKGROUND

With ConstructionOnline's powerful Punch List software, construction companies can create and manage detailed construction task lists from one cloud-based, easy-to-use interface.

To streamline the management of tasks throughout a project's life cycle, ConstructionOnline™ provides easy ways for users to view & organize their construction punch lists. One of these options includes hiding tasks and sub-tasks—known in ConstructionOnline™ as Items and Item Issues—as they are marked as "complete". 

STEPS TO HIDE COMPLETED PUNCH LIST ITEMS AND ITEM ISSUES 

ConstructionOnline™ Users can choose to hide completed Items and Item Issues from two views:

‼️ Please note that choosing to "Hide Completed Items" from the Punch Lists view will trigger the "Hide Completed Issues" setting in the Item Issues view.

Conversely, choosing to "Hide Completed Issues" will trigger the "Hide Completed Items" setting within the Punch Lists view. 

A. From the Punch Lists view:

  1. Navigate to the desired Project via the Left Sidebar.
  2. Select the Project Tracking tab and choose the Punch Lists category.
  3. Click on the desired Punch List 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 Punch Lists view, check the box next to the ☑️ Hide Completed Items option.

    hidecompleteditems 
    1. ConstructionOnline™ will automatically remove Punch List Items—and their respective Item Issues—that have been marked as "complete" from view. 
    2. To restore visibility for completed Items and their Item Issues, uncheck the box next to the ☑️ Hide Completed Items option. 

B. From the Item Issues view:

  1. Navigate to the desired Project via the Left Sidebar.
  2. Select the Project Tracking tab and choose the Punch Lists category.
  3. Click on the desired Punch List 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. Select the Item Issues tab in the top right corner of the Punch Lists pane. 

    image-png-Mar-23-2023-08-29-32-7445-PM
  5. Check the box next to the ☑️ Hide Completed Issues option.

    hidecompletedissues
    1. ConstructionOnline™ will automatically remove Punch List Item Issues that have been marked as "complete" from view. 
    2. To restore visibility for completed Punch List Item Issues, uncheck the box next to the ☑️ Hide Completed Issues option.  

ADDITIONAL INFORMATION 

  • Hiding completed Punch List Items & Item Issues does not delete any data stored within the Items or Item Issues. 
  • Adjustments made to the visibility of Items & Item Issues only apply to the Punch List currently open. 
  • Permissions: ConstructionOnline™ Company Users who have Punch Lists permissions set to "Can Create, Edit, & Delete" can hide completed Items & Item Issues. 
    • Hiding Punch List Items & Item Issues applies to all Company User accounts. 
  • Permissions: ClientLink™ and TeamLink™ Users with Punch Lists permissions enabled can hide completed Items & Item Issues. 
  • Mobile App: Completed Punch List Items & Item Issues can be hidden from the CO™ Mobile App. 

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) regarding Punch Lists can be found in the FAQ: Punch Lists 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.