Checklists
- Overview: What is a Construction Checklist?
- Create a Checklist
- Import a Checklist from Excel
- Add an Item to a Checklist
- Attach Files to a Checklist Item
- Add an Assigned Resource to a Checklist Item
- Add a Cost Code to a Checklist Item
- Add an Item Issue to a Checklist Item
- Add a Cost Code to a Checklist Item Issue
- Manage Status Units for Checklist Items
- Mark Checklist Items and/or Item Issues as Complete
- Create a Checklist Folder
- Filter Checklist Items
- Understanding Checklist Views
- Edit a Checklist
- Edit a Checklist Item
- Edit a Checklist Item Issue
- Duplicate a Checklist
- Duplicate a Checklist Item and Item Issue
- Sign a Checklist
- Understanding the Checklist Progress Dashboard
- Hide Completed Checklist Items and Item Issues
- Share a Checklist
- Move a Checklist
- Print a Checklist
- Export a Checklist
- Delete a Checklist Item Issue
- Delete a Checklist
- Delete a Checklist Item
FAQ: Checklists
- What is the difference between a Checklist and a Punch List?
- Can I add sub-tasks to my Checklist?
- Can I sign a Checklist once it is completed?
- How do I share a Checklist with my subcontractors?
- Can I hide a Checklist from clients?
- What is the difference between an Assigned Resource and a Related Resource?
- Can we create Checklist templates?