How do I view a completed checklist?

In this step-by-step guide, I'll walk you through the process of viewing a completed checklist.

Step 1: Access Project Overview

  • First, log in to your BuildPass account and navigate to the dashboard or home page.
  • Locate the "Project Overview" section where you'll find a list of your projects.

Step 2: Select Project and Open Checklists

  • In the "Project Overview" page, locate and click on the project titled "Charles Street Primary School" (or the name of your specific project).
  • Once you're in the project, look for the navigation menu on the left-hand side of the screen.

Step 3: Navigate to Checklists

  • Within the navigation menu, find and click on the "Checklists" option. This will take you to a page displaying all the checklists associated with the project.

Step 4: Choose the Relevant Checklist

  • From the list of checklists, identify the one you wish to view as a completed checklist.
  • Click on the checklist's name to open it. This action will take you to a new page specifically for that checklist.

Step 5: View the Completed Checklist

  • On the checklist page, you will be able to view all the items in the completed checklist. The status of each item will indicate if it has been checked off or not.

Step 6: Access Summary and Attachments

  • Additionally, you can access more details about the checklist. Look for options like "Summary" and "Attachments" on the page.
  • Click on "Summary" to view a concise overview of the checklist's contents.
  • Click on "Attachments" to see any files or documents attached to the checklist.

Step 7: Check Activity

  • If you want to track any recent activity related to the checklist, find and review the "Activity" section.

Step 8: Download as PDF (Optional)

  • If you want to download the completed checklist as a PDF file, locate the "More" option on the page.
  • Click on "More" and select "Download PDF" from the dropdown menu.
  • This will open the checklist as a PDF in a new tab.

Step 9: Print or Save the PDF

  • Once the PDF is open, you can choose to print it using your printer or save it to your computer for future reference.
  • Simply use the print or download options available within the PDF viewer to complete this step.
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