Dashboard > Select a Project > Punch List
Permissions
Always remember to ensure the correct people have the appropriate permissions to access Punch Items and Lists. This can be done per individual or by applying Permission Templates.
In order to access all Punch List Actions, users will need Manage permissions for Punch List
As with many of our modules, the Actions Dropdown provides you with lots more options you can add to your Punch List.
Reports
Select the Reports action from dropdown to generate a Punch List report for your selected Punch Items. This will open up a new screen that will allow you to customize your report and include just the information you wish to view.
This article will provide step-by-step instructions on generating Punch List Reports
Export to CSV/Export Selected
Selecting the Export to CSV dropdown will provide you with an emailed CSV file of all of your Punch Items, while Export Selected allows you to choose which Punch Items you would like to export.
Bulk Edit
As you move through your Punch List, you may find you need to adjust or update your Punch Items. Rather than adjust each one individually, you can apply the Bulk Edit action to your selected Punch Items.
Bulk Edit Phase
If you need to change the phase of your selected Punch Items, click on the checkbox beside the Phase window in your Bulk Edit window
Next, click inside the Phase window, and a dropdown will appear showing all the Phases you have created.
Select the Phase you want to move your Punch Items to and hit "Save"
Note: by changing Phases, you will necessary have to change Type and Status for all selected items.
Conversely, if you wish to update the Type or Status of your Punch Items, you will necessarily have to change the Phase.
Along with your Phases, Types, and Statuses, you can update or change the Location, Tags, Trade, Priority, Due Date, Assigned User, Division, and Cost Code of your selected Punch Items. Just remember that you are doing this in bulk, and you will be adjusting these for all Punch Items you have selected!
Remove Items
Created a Punch Item by mistake? Have some Punch Items that no longer apply to your workflow? You can remove any Punch Items you like by selecting the items you wish to delete, and select the "Remove Items" action.
Reorder Items
Perhaps there are Punch Items you want to see at the top of your list, or you want your Punch Items listed numerically. Selecting the "Reorder Items" action allows you to reorder your items in the way you want to view them.
Add From Existing
Don't want to create a whole new Punch Item when the one you just created is similar? The Add From Existing action will allow you to simply copy a selected Punch Item and make the necessary adjustments to the copy without having to start from scratch.
After selecting the "Add From Existing" action, a screen will appear asking for the Punch Item you wish to copy. It will suggest the last five Punch Items created for that job. If you're looking for a different one, you can search for it
After hitting the "Copy" button to duplicate the item, the copied Punch Item page will appear and you can make any of the necessary changes to it.
This article will help provide a more detailed step-by-step instruction on using this feature.