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  Manage Project Checklists  
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Procedure Overview
1.  Create a New Project Checklist
2.  Edit a Checklist
3.  Commit a Checklist
4.  Uncommit a Checklist
5.  View a Checklist

Checklist Forms are custom checklists used by your company that may be configured for use on all or certain Projects depending on your preferences. Within an individual Checklist Form you may include multiple Sections and Items to be filled out by the user. These Items may include a variety of options for additional details to be included on a Checklist, such as a dropdown selection, date, linear scale, etc. Checklists can be customized for nearly any use on the jobsite. They can also integrate with other areas of RedTeam to improve organization and streamline workflows by eliminating the need to keep track of outside files or manually input information into RedTeam.
Procedure Last Updated 01/12/2021 @ 15:04
1. Create a New Project Checklist
 
Project Checklists, once configured, are able to be created from the home menu of any Project they have been configured for. Any users with the required Permissions are able to create and fill out Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc. When a new Project Checklist is created, certain default information like the user's name will automatically be filled in.
 
For assistance regarding Project Checklists, please submit a Help Me ticket via the Help Center.
 
Path:
Project Dashboard > Home > Checklists > New (+) icon
Steps:
• Go to the Projects menu and select a Project
• Click on the Home Menu button See Figure 1.
• Select Checklists from the Jobsite Management area of the Menu See Figure 2.
• Click on the New (+) icon to add a Project Checklist
• Select your desired Project Checklist from the "Select a Checklist Form" window
• Enter the Date, Author, and Scope fields in the General Details section. Also enter the Phase and Description if applicable. See Figure 3.
• Fill out the required fields within the Form Details section. Select the appropriate "Yes", "No", or "N/A" response. See Figure 4.
• If a "No" response is selected, use the dropdown menu to select the appropriate response. Paragraphs may also be used instead of a dropdown menu.
• Click the Save button when the Checklist is complete.
Figure 0,
Figure 1, Home Menu button
Figure 2, Select the Checklists option to create a new Project Checklist
Figure 2,
Figure 2,
Figure 3, Required fields are indicated by the orange asterisk.
Figure 4, Required fields are indicated by the orange asterisk.
Figure 4,
Figure 4,
2. Edit a Checklist
 
Project Checklists, once configured, are able to be created from the home menu of any Project they have been configured for. Any users with the required Permissions are able to edit Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
 
Not only can you enter responses to Checklist Items in the Edit form, but you can also create Requests for Correction by clicking the Add (+) icon.
Path:
Project Dashboard > Home > Checklists > Tools icon > Edit
Steps:
• Go to the Projects menu and select a Project
• Click on the Home Menu button See Figure 1.
• Select Checklists from the Jobsite Management area of the Menu See Figure 2.
• Click on the Tools menu and select the Edit button See Figure 3.
• Make any desired edits within the checklist fields
• Click the Save button when finished
Figure 0,
Figure 1, Home Menu Button
Figure 2, Checklists Button
Figure 3, Edit Button
Figure 3,
Figure 3,
3. Commit a Checklist
 
Project Checklists, once configured, are able to be created from the home menu of any Project they have been configured for. Any users with the required Permissions are able to create, fill out, and commit Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
Path:
Project Dashboard > Home > Checklists > Tools icon > Commit
Steps:
• Go to the Projects menu and select a Project
• Click on the Home Menu button See Figure 1.
• Select Checklists from the Jobsite Management area of the Menu See Figure 2.
• Click on the Tools menu and select the Commit button See Figure 3.
• The Checklist is now Committed and will appear in a dark blue color in the list of Checklists
Figure 0,
Figure 1, Home Menu Button
Figure 2, Checklists Button
Figure 3, Commit Button
Figure 3,
4. Uncommit a Checklist
 
Project Checklists, once configured, are able to be created from the home menu of any Project they have been configured for. Any users with the required Permissions are able to create, fill out, commit, and uncommit Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
Path:
Project Dashboard > Home > Checklists > Tools icon > Uncommit
Steps:
• Go to the Projects menu and select a Project
• Click on the Home Menu button See Figure 1.
• Select Checklists from the Jobsite Management area of the Menu See Figure 2.
• Click on the Tools menu and select the Uncommit button See Figure 3.
• The Checklist is now Uncommitted and will appear in a green color in the list of Checklists
Figure 0,
Figure 1, Home Menu Button
Figure 2, Checklists Button
Figure 3, Uncommit Button
Figure 3,
5. View a Checklist
 

Project Checklists, once configured, are able to be created from the home menu of any Project they have been configured for. Any users with the required Permissions are able to create and fill out Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
Path:
Project Dashboard > Home > Checklists > View icon
Steps:
• Go to the Projects menu and select a Project
• Click on the Home Menu button See Figure 1.
• Select Checklists from the Jobsite Management area of the Menu See Figure 2.
• Click the View button to View the selected Checklist See Figure 3.
• From the View screen, users can Email or Print a copy of the Checklist See Figure 4.
Figure 0,
Figure 1, Home Menu button
Figure 2, Checklists button
Figure 3, Checklist View button
Figure 4, Print and Email buttons
 
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