How do I generate a QR code for a checklist?

Generate a QR code for a checklist quickly. This guide provides clear instructions to help you create and use QR codes for your checklists.

Step 1: Log in and Access the Right Project

  • Open your web browser and navigate to the project management website.
  • Log in with your credentials to access your account.
  • Make sure you are on the correct project where you want to create a checklist with a QR code.

Step 2: Access Checklists

  • Once you are on the project page, locate and click on the "Checklists" section. This will take you to a page where you can view all the checklists that have already been created for this project.

Step 3: Share the Checklist

  • In the right-hand corner of the checklists page, you will find a "More" option. Click on it to reveal a dropdown menu.
  • From the dropdown menu, select "Share Checklist." This action will lead you to a new page or popup.

Step 4: Choose the Checklist to Share

  • On the "Share Checklist" page or popup, you should see a list of all the checklists available for sharing.
  • Select the specific checklist that you want to create a QR code for by clicking on it.

Step 5: Generate the QR Code

  • Once you have chosen the checklist you want to share, a QR code will be automatically generated for it.
  • You should be able to view the QR code on the screen.

Step 6: Download or Share the QR Code

  • At this point, you have two options to share the QR code with others: a. Download the QR Code: If you prefer to have the QR code as a file, look for a "Download" or "Save" button next to the QR code and click on it. Choose a location on your device to save the QR code. b. Share the Link: Alternatively, you can use the link provided on the "Share Checklist" page to directly share the checklist with others. Copy the link and send it to your subcontractors, enabling them to access the checklist using the QR code.

If you encounter any difficulties or have further questions about creating QR codes for your checklists, don't hesitate to seek help. Look for a green chat box on the website and click on it to initiate a conversation with the support team.

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