This article provides step-by-step instructions for adding and managing action items, ensuring tasks are organized and easily tracked within your knocklists for efficient project management.
Step 1: Navigate to the Form Templates
Go to Forms in the main menu.
Select Templates from the available options.
Choose the template you want to edit.
Step 2: Add an Action Block
Press Add Block.
From the options provided, select Actions. An action item block will now appear in the template.
Step 3: Customize the Action Item
Enable Attachments: Allow file attachments to the action item.
Attach a Punch List Item: Link a punch list item to the action item.
Add an Action: Define specific tasks or steps within the action item.
Write Notes: Add any relevant details or context for the action item in the notes section.
Repeat Field: Enable this option to make the action item repeatable. Activating it will replicate the entire block as needed.
Step 4: Save Your Changes
After customizing the action item, press Save Template to save your changes.