How do I share a checklist with a subcontractor?

Share a checklist with a subcontractor effortlessly. This guide shows you how to distribute checklists to subcontractors for seamless collaboration.

Method 1: Directly from Checklists

Accessing Checklists

    • Log into the BuildParsons platform.
    • Navigate to the "Checklists" section on the dashboard.
    • Choose "All Checklists" to view the list of available checklists.

Sharing the Checklist

    • From the list, select the checklist you wish to share with workers.
    • Look for a "More" option at the top of the screen.
    • Click on it and follow the prompts to share the checklist with the desired workers.

Method 2: Through Checklist Settings

Accessing Checklist Settings

    • From the main dashboard, go to the "Settings" menu located, at the bottom of the page.
    • Inside "Settings," navigate to "Checklist"

Selecting and Sharing the Checklist

    • Within "Checklist" find and select the checklist you want to share.

Additional Support

  • If you encounter any difficulties or have questions, BuildParsons encourages using the green chat box in the right-hand corner of the platform for assistance.
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