Punch Lists in the TeamLink™ Portal

BACKGROUND

Punch Lists are one of the most active collaboration points between builders and their subcontractors. Through the ConstructionOnline Portal, TeamLink Users can access Punch Lists they've been assigned to, update item details, log issues, attach files, and more —all without leaving the Portal. 

THINGS TO CONSIDER

• Access to Punch Lists in the Portal requires an existing TeamLink User account. If you do not currently have access, contact the builder to be added as the appropriate user. 

• Punch List access in the Portal is permission-based; available actions may vary based on the builder's TeamLink permissions settings and assigned responsibility. 

From the Portal Punch Lists section, you can:

• Filter Punch List Items assigned to you
• Edit Punch List Item details 
• Attach Files to Punch List Items 
• Add Comments to Punch List Items
• Create Item Issues 
• Duplicate Punch List Items
• Mark Punch List Items as complete
• Delete a Punch List Item 
• Print a Punch List

HOW TO USE PUNCH LISTS IN THE PORTAL 

Access Punch Lists:

1. Navigate to the desired project's Punch Lists from within the Portal.
   
    
   1. This will open the Punch Lists feature, displaying Punch List Progress and Punch Lists views. 

Filter Punch List Items: 

1. Click "Filters" in the upper left corner of the list to expand the Filters panel. 
   
2. Filter Punch List Items by Due Date, Assigned Resource, Priority, Status, or Trade to narrow the list to the most relevant items. 
   
   

Edit a Punch List Item:  

1. Hover over the list and right-click or select the gray 3-dot Action Menu to the right of the desired Punch List Item and press "Edit Item."
   
   
2. In the "Edit Punch List Item" window, update the Punch List Item details as needed, including - 
   1. Details
      
      1. Item Name/Description: Update the name or description of the item. 
      2. Item No.: Adjust the item number if needed. 
      3. Room/Location: Specify or update the location associated with the item. 
      4. Percent Complete: Update the percentage of work completed. 
      5. Due Date: Update the date by which the item should be completed. 
      6. Priority: Set the urgency level.
      7. Status: Update the current status of the item. 
      8. Trade: Select or update the applicable trade.
      9. Cost Impact: Enter an estimated cost impact. 
      10. Item Notes: Add or update any notes associated with the item. 
   2. Item Issues: View, add, or manage issues created for the item. 
   3. Attachments: Add or remove supporting files and photos.   
   4. Comments: View or add Comments for team collaboration on the item. 
3. Click the blue "Save Changes" button to finalize the changes made to the Punch List Item. 

Attach Files to a Punch List Item:  

1. Hover over the list and right-click or select the gray 3-dot Action Menu to the right of the desired Punch List Item and press "Attach Files."
   
   
2. Select the file(s) to attach from one of ConstructionOnline's available upload options. 
   
   

Add Comments to a Punch List Item:  

1. Hover over the list and right-click or select the gray 3-dot Action Menu to the right of the desired Punch List Item and press "Add Comments."
   
   
   
   1. This will open the Punch List Comment Thread. 
2. Press the "Write a New Comment" button and draft your message.
   
   
3. Click the "Post Comment" button to post your Comment in the thread.
   
    

Create an Item Issue:  

1. Hover over the list and right-click or select the gray 3-dot Action Menu to the right of the desired Punch List Item and press "Add Item Issue." 
   
   
2. In the "Issue Details" window, enter information about the item issue, including - 
   1. Details
      
      1. Issue Description: Enter a detailed description of the issue that needs to be addressed. This field is required. 
      2. Responsible Resource(s): Assign the contact(s) responsible for resolving the issue. 
      3. Priority: Set the urgency level of the issue (None, Low, Medium, or High).
      4. Status: Indicate the current status of the issue. 
      5. Trade: Select the applicable trade associated with the issue. 
      6. Due Date: Enter the date by which the issue should be resolved. 
      7. Percent Complete: Enter the percentage of work completed on the issue. 
         
         1. Check "Mark as Complete" to make the issue as fully resolved. 
   2. Attachments: Upload any files and photos pertinent to the issue. 
3. Click the blue "Create Issue" button. 

Duplicate a Punch List Item:  

1. Hover over the list and right-click or select the gray 3-dot Action Menu to the right of the desired Punch List Item and press "Duplicate." 
   
   
2. In the "Duplicate Punch List Item" window, review and update the duplicated item's details across the Details, Item Issues, and Attachments tabs as needed. 
3. Press the blue "Duplicate" button. 
   1. This will create a duplicate with the updated details within the Punch List. 

Mark a Punch List Item as Complete:  

1. Select the checkbox to the left of the Punch List Item to mark it as complete.
   
   
   1. The item will update to reflect its completed status and notify the appropriate users about its completion. 
   2. Completed items will remain visible in the list unless the "Hide Completed Items" checkbox in the upper right corner is selected. 
      
      

Delete a Punch List Item:

1. Hover over the list and right-click or select the gray 3-dot Action Menu to the right of the desired Punch List Item and press "Delete."
   
   
2. ConstructionOnline will require double-verification to complete the deletion. Confirm your decision to delete the Punch List Item by clicking the "Delete" button. 
   
   
   1. ConstructionOnline will flash a message at the bottom right side of your screen confirming successful deletion. The blue "Undo" text is the only opportunity to revert the action. 
      
      

Print a Punch List:  

1. Click the blue "Print Punch List" text in the upper right corner of the open Punch List. 
   
   
2. In the "Print Punch List" window, configure the report settings - 
   1. Select Project: Confirm the associated project. 
   2. Select Punch List: Choose which Punch List to print from the selected project. 
   3. Punch List Order: Select how Punch List Items are ordered in the report. 
   4. Filter the Punch List by: Narrow by Resource, Item Priority, Item Status, Item Room/Location, or Item Trade. 
   5. Choose What Items to Include: Select which Punch List Items and Item Issues to display in the printed report based on their completion status. 
   6. Signatures: Choose whether to include digital signatures or blank signature lines. 
3. Press the blue "Create" button to generate the Punch List Report in a new browser tab. 
4. Click the "Print" button in the upper right corner to configure your printer settings and print the Punch List. 
   
   

ADDITIONAL INFORMATION

• Permissions: TeamLink Portal permissions are managed by ConstructionOnline Company Users. If you have questions about your level of access within the Portal, contact the general contractor directly. 
• CO™ Mobile App: The Punch Lists feature is available via the mobile app. However, certain actions (e.g., duplicating, printing) require browser access to ConstructionOnline. 

HAVE MORE QUESTIONS

• Frequently asked questions (FAQ) for TeamLink Users can be found in the article FAQ: TeamLink. 

• 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 more options.