Move a Checklist

OBJECTIVE

To move a Checklist from one project to another in ConstructionOnline

BACKGROUND

ConstructionOnline's Checklist feature allows you to generate task lists that can be easily viewed  and utilized by your team members. Use them to help keep everyone on track and projects flowing smoothly!

THINGS TO CONSIDER

  • Moving a Checklist does not copy it into another project; it removes it from the original project as well. To copy a Checklist, see Duplicate a Checklist. 

STEPS TO MOVE A CHECKLIST

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Project Tracking tab
  3. Choose the Checklists category
  4. Right-click on the Checklist
  5. Select Move Checklist

    1. This will open the Move Checklist window
  6. Choose the Project & Destination
  7. Click Move

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.