Before you start
Assigning Checklists to Users is not available on Basic or Pro. Upgrade your plan to take advantage of this feature.
Admins, Managers, and Standard users can assign Checklists to Users. If you do not have one of these roles, reach out to your Admin.
Checklists cannot be assigned to Project Collaborators.
On the web
Assigning Checklists
Open any Checklist that you'd like to assign Users to.
Click on Assign underneath the Checklist's title.
Search and select the Users you'd like to assign to the Checklist.
Once assigned to a Checklist, each User will be notified and once they tap on the notification, it will take them to the assigned Checklist.
Unassigning Checklists
Open any Checklist in CompanyCam that you'd like to unassign Users from.
Click the name of the User you'd like to unassign from the Checklist.
Select Unassign next to the name of the User you'd like to unassign from the Checklist.
In the app
Assigning Checklists
Log in to the app and open a Project.
Tap on the Checklists Tab and open your Checklist.
Tap on the Assign Button underneath the Checklist's title.
Select the User(s) you'd like to assign to the Checklist.
Once you've selected your Users, tap Assign.
Unassigning Checklists
Log in to the app and open a Project.
Tap on the Checklists Tab and open your Checklist.
Tap on the User(s) Icon below the Checklist's title
Select the User(s) you'd like to unassign from the Checklist.
Once you've deselected your User(s), tap Assign to unassign.
