View Checklists in the Portal

OBJECTIVE

 To view Checklists in the ClientLink/TeamLink Portal

BACKGROUND

The ClientLink/TeamLink Portal was designed specifically for Clients and other Team members, such as Subcontractors and Architects, to stay connected and up to date on important information throughout the duration of the Project. 

STEPS TO VIEW CHECKLISTS

1. In the desired Project, hover over the Project Tracking tab
2. Select Checklists
   
3. Click on a Checklist to open it 
4. Double-click on a Checklist Item to view it

HAVE MORE QUESTIONS?

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