Once you have created your Action, you can add a Punchlist. Your Punchlist should include quick-hit items that need to be done for this Action to be completed.
To add a Punchlist, click on the Action you want to edit. This will open up the Action Info menu. Scroll down to the Punchlist section and click on the blue “Add Punchlist” button.
You can also add a Punchlist by clicking on the three dot button next to your Action. This will open the dropdown menu. Click “Add Punchlist.” This will bring you directly to the the Punchlist section of the Action Info menu. Click on the blue “Add Punchlist” button.
Add the individual items that make up your Action. Make sure to click “Save Info” when you are done adding your Punchlist.
Updating Your Punchlist
Once created, each item will have a checkbox next to it. When each item is complete, check the box.
Workers who are assigned to the Action can update the Punchlist directly from the app as they complete each item by tapping on the checkbox.
While your Action is underway, you are able to view the Punchlist and see which items have been checked off and which items still need to be completed.
Any Action that has a Punchlist will have the Punchlist icon next to it in Project view. The icon will show the number of items checked over the total number of items in the Punchlist. This gives you an easy at-a-glance way to see if a Action has a Punchlist and how many items have been completed.
In addition to updating your Punchlist in real time, you also have the ability to reorder the items on your Punchlist by clicking on the list item and dragging it to a different position.