Create a Punch Item Template Category at the Project Level

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Punch List tool.

  • Additional Information:

    • Categories are used for organizational purposes when managing and creating Punch List Templates. Categories will not affect how your Punch List tool is organized.

    • Any templates or categories created at the project level will not have a key icon next to them.

Steps

  1. Navigate to the project's Punch List tool.

  2. Click Configure Settings Icons Settings Gear.

  3. Click Punch List Templates in the right pane.
    This reveals a list of punch list templates, organized by category.

  4. Click +Create Category.
    This opens the Create New Punch Item Template Category window.

  5. Enter a new category Name.

  6. Click Create to add the new category.

See Also

Loading related articles...