Share a Checklist

OBJECTIVE

To share a Checklist via email from 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!

STEPS TO SHARE 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 Share Checklist

    1. This will open the Share Checklist window
  6. Choose the Recipients, the Resource to filter by, and what items to include
  7. Click Send

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.