In this article: add, edit, or delete a punch list task
A punch list is a set of user-defined tasks intended to be completed before a project is closed out. This list displays the tasks that have been created and their current status.
If the current date matches your punch list task’s start date, the Appia service makes its status active. Once the date matches the completion date, the task is marked complete. All punch list tasks must be complete before you can make the final payment for a project.
-
Select the project from the My Projects page if you are not already there.
Add or edit a punch list task
The Description field is the only one required when you add a punch list. You can also enter any remarks, plus the start date and end date for a task.
-
Enter the end date to change the status to Complete.
-
Click Add or select the pencil Edit icon.
-
Enter or change the information in the fields. The description is required.
-
When you are finished, click Save.
The Appia system returns you to the Punch List page and adds or updates the punch list task and the status based on the start date and end date.
Delete punch list task
You can delete tasks from your punch list regardless of its status.
-
Click the X for the task you want to delete.
-
Click OK in the delete confirmation window.
The Appia service deletes the task.
Punch list reports
You can create PDF files of your punch list. These PDFs can be distributed to those who do not have an account for the Appia service. There are two reports available.
| Report Name | Location | Description | Output Format |
| Punch List |
All Reports tab Punch Lists tab > Reports drop-down menu |
Broadly lists all the tasks that need to be completed. | |
| Punch List Task | Punch Lists tab > select one of your Tasks > click on the Reports drop-down menu | This report is Task-specific and includes project-specific details such as project description, location, authorized project amount, and prime contractor as well as the Task-specific details of:
|