How do I designate which items are completed on the Punch List?

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• How do I add items to the Punch List after it has been created?

  To add items to the Punch List, go to the Punch List and click Edit which is the pencil icon on the top right. Now, select Add Item to Assigned Contractor and start adding items to the Punch List.

• How do I print a Punch List?

  To print a Punch List, go to the Menu and choose Punch Lists and choose the Punch List you would like to print. Once here, scroll down to the bottom right and choose View PDF from the Actions drop down. Here you will see a print option at the top. If ...

• How to check off To Do list items?

  To Do's are great to remind you to do the little things that need to be taken care of in a Project. After the To Do item has been completed just check mark the box for the item that has been done. You can do so by going to: Menu > To-Do's > Select ...

• How can a Project be removed from the list view after being Completed?

  Removing a Project from the side list view can be done by archiving it, just in case you need it again. To do this go to: Menu > Projects > Select the Completed Project > Details Tab > Action Button > Select from the Dropdown Archive This Item.

• How do I check off To Do list items?

  To-Do items can be checked off by opening the To-Do and simply clicking the check-mark on the items that are listed there.