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How do I share a checklist with a subcontractor?
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.

Gilad Goldman avatar
Written by Gilad Goldman
Updated over 2 months ago

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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