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.
Assigning Checklist Fields
Open any Checklist that you'd like to assign a User to.
Click on the Checklist Field you'd like to assign and select the Assign User Icon.
You can either search for the User(s) you'd like to assign or select them from a drop-down menu.
The assigned User(s) should now appear under their Task.
Unassigning Checklist Field
Open the Checklist that you'd like to unassign Users from.
Click on the Checklist Field you'd like to unassign a User from, and click on the Assign User Icon.
Click Unassign.
Assigning Checklist Sections
Open any Checklist in CompanyCam that you'd like to assign Users to.
Click the Assign User Icon to the right of the Checklist Section.
Select the User(s) you'd like to assign to the Section.
You should now see the User(s) assigned to the Checklist Section.
Unassigning Checklists Sections
Open any Checklist in CompanyCam that you'd like to unassign Users from.
Click the Assign User Icon to the right of the Checklist Section.
Select the User(s) you'd like to unassign to the Section and click Unassign.
You should now see that the User(s) are unassigned to the Checklist Section.
In the app
Assigning Checklists
Log in to the app and open a Project.
Tap on the To-Dos Tab.
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 To-Dos Tab.
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.
Assigning a Checklist Field
Open a Project and tap on the To-Dos Tab.
Open a Checklist and tap on the Field you'd like to assign a User to.
Tap + Assign User and select the User(s) you'd like to assign.
After selecting the Users, tap Assign at the top right.
You should now see that the User is assigned to the Checklist Field.
Unassigning a Checklist Field
Open a Project and tap on the To-Dos Tab.
Open your Checklist and tap on the Field the User is assigned to.
Tap the X located next to the User's name to unassign them from the field.
Assigning a Checklist Section
Open a Project and tap on the To-Dos Tab.
Open your Checklist and tap on the Three Dots Icon next to the Section you'd like to assign a User to.
Tap Assign Section.
Select the User(s) you'd like to assign, and then tap Assign at the top right.
You should now see that the User is assigned to the Checklist Section.
Unassigning a Checklist Section
Open a Project and tap on the To-Dos Tab.
Open your Checklist and tap on the Three Dots Icon next to the Section the User is assigned to.
Deselect the User(s) you'd like to unassign, then tap Assign at the top right.
You should now see that the User is unassigned to the Checklist Section.
