Punch List
Record defects, get them fixed, and sign them off at handover.
Getting started
Everyday tasks
- Add a punch itemRecord a defect with its details, due date and who is responsible, then add photos of what you found.
- Comment on an item or change its statusWrite a comment and attach files in an item's Activity & Status Log, and submit it for review or sign it off.
- Mark a punch item complete, send it back, or reopen itSign off an item once the fix is checked, send it back if it isn't fixed, or reopen a complete item that turns out not to be.
- Add photos and files to a punch itemAttach photos of the defect and the fix, add captions, and attach supporting files such as quotes or test certificates.
- Edit a punch itemChange an item's title, description, due date, assignee or any other detail after it has been raised.
- Email a punch itemSend an item's details to people in the project directory, groups, or any email address.
Guides by role
Finding items
- Search, filter and sort the punch listNarrow the list to the items you care about, change the columns, and sort by any column.
- Save a view of the punch listKeep a set of filters, search, columns and sort as your own tab, and use it on every project.
- Export the punch list to a spreadsheetDownload the items you're looking at as a CSV file that opens in Excel or Google Sheets.
Recycle bin
Setup for admins
- Set punch list defaultsPre-fill the approver and due date on new punch items for your whole company, or for one project.
- Choose who punch item emails go to by defaultSet the people and groups that are pre-selected when anyone on the project emails a punch item.
- Who can do what on the punch listThe three levels of punch list access, what each allows, and which standard roles have them.