Quickly add a punch item record (status workflow)

If you have view and create permissions for Punch Items records, you can quickly add and upload a record from the project home page.

  1. From the project home page, select Add Add icon.
  2. From the records list, select Punch items.
  3. Fill in the required Description field.
  4. Select Done.
  5. Select a Due Date.
  6. Select Done.
  7. Select Save icon..
    Note: When your record uploads, a pop-up message displays: New Punch item created.