Add a how-to article to your user guide
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
- Select a topic you want to add the how-to under
- Click on new page at the top of the page
- Select how-to
Add a reference article to your User Guide
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
- Select a topic you want to add the reference under
- Click on new page at the top of the page
- Select reference page
How-to Training Videos
On this page you'll find quick, how-to training videos.
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| Looking for more in-depth training?
Check out our Deep Dive Training Videos, which are self-paced training sessions lead by a member of Procore's Strategic Advisory team. Each session provides more advanced training on related tools and topics. |
Create, Distribute, and Respond to Punch List Items
Check out all of our videos on the official Procore YouTube Channel.
Below are the notable changes to the Project level Punch List tool.
Recent Changes
Added An Overdue Filter For Punch Items (8/4/2017)
Added an 'Overdue' field to the Punch List Items filter.
Added Trade As A Bulk Edit Option (7/21/2017)
Updated the Punch List tool to add Trade as a Bulk Edit option for punch list items.
Updated the Punch List tool so now the Trade field is inline editable on the Punch List log page.
Added 'Private' As A Field When Bulk Editing Punch List Items (5/10/2017)
Updated Punch List tool so punch items can now be marked as 'Private' when bulk editing.
Added Two New Filters To List Of Punch Item Filters (4/11/2017)
Added the 'Due Date' and 'Date Created' filters to the list of punch item filters in the project's Punch List Tool.
Added Clear Option For Inline Edits On Punch Location & Type Fields (3/14/2017)
Updated the Punch List tool to add a clear option (i.e., a delete token that appears as a gray 'x' in the user interface) to the cells in the Location & Type columns on the Punch List index page.
Added 'Include Sublocations' CheckBox In Filter Drop-Down List (2/13/2017)
Added an `Include Sublocations` checkbox to the Location filter in the My Punch List Items page.
Updated the Punch List tool with a new layout for the My Punch List Items page. This layout is similar to the new layout in the Submittals and RFIs tool. The Search and Add a Filter fields now appear at the top of the Punch List page. In addition, the filters are stick and will be applied to your next session, unless you click the Clear All link.
Updated the Punch List tool to change the 'Date Initiated' field label to 'Date Created' throughout the tool.
Added 'Response Date' For Custom Punch List Reports (1/16/2017)
Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool.
