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Create a Quick Punch Category at the Company Level

Objective

To create a quick punch category at the Company level.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Admin tool.
  • Categories are only created for organizational purposes when managing and creating punch item templates. They will not affect how your Project level Punch List tool is organized.
  • Any templates or categories created at the Project level will have a key icon next to them.

Steps

  1. Navigate to the Company level Admin tool.
  2. Click Punch Item Template Configuration.
  3. Click Create Category.
  4. Enter the title of the category you want to create.
  5. Click Create.
  6. New templates will appear at the bottom of the list.
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Last modified
09:40, 17 Oct 2016

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