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.