Appia® punch lists

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.

1. Select the project from the My Projects page if you are not already there.

2. Select Punch List in the Sidebar menu.

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.

1. Enter the end date to change the status to Complete.

2. Click Add or select the pencil Edit icon.

3. Enter or change the information in the fields. The description is required.

4. 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.

1. Click the X for the task you want to delete.

2. Click OK in the delete confirmation window.

The Appia service deletes the task.