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Edit a Quick Punch Category at the Project Level


To edit a quick punch category at the Project level.

Things to Consider

  • Required User Permission: 'Admin' on the Project level Punch List 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 Company level will have a key icon next to them.
  • Any categories edited at the Project level will be only updated on that specific Project.


  1. Navigate to the Project level Punch List tool.
  2. Click Configure punch list settings...
  3. Click Punch List Templates.
  4. Scroll to the category or template that you want to edit.
  5. Click the title of the template, or make your changes using the bulk edit drop-down menus.
  6. Edit the information as needed.
  7. Click outside of the field. Your changes will be saved.

See Also


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