Delete a Company Level Punch Item Template

Things to Consider

  • Required User Permission:

    • 'Admin' on the Company level Admin tool.

  • Additional Information:

    • Deleting a punch item template at the company level also removes it from the Punch List Templates page in the project's Punch List tool.

    • Deleting a category deletes the category and all of the templates within it.

    • Any punch list items that were created at the project level prior to the delete action will NOT be removed.

    • If you delete all the templates within a category, you will also delete the category itself.

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Punch List.

    • Delete an Individual Punch Item Template

      1. Click the delete Icon Delete Trash6 icon next to the template.

      2. Click Delete to confirm.

    • Delete All Punch Item Templates in a Category

      1. Click the delete Icon Delete Trash6 icon next to the category.

      2. Click Delete to confirm.

See Also

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