CompanyCam

Learn the difference between Project Tasks and Checklists in CompanyCam, and when to use each to keep your jobs on track.

Tasks and Checklists Explained

Learn how to create a Checklist in CompanyCam, add Fields, photos, and sections, and convert Documents into Checklists on the web or in the app.

Creating a Checklist

Learn how to complete Advanced Checklists that your company has created.

Completing Advanced Checklists

Learn how to create a Project Task for a quick to-do or punch list item in CompanyCam.

Creating a Project Task

Learn how Admins and Managers can edit or delete a Project Task in CompanyCam.

Editing and Deleting a Project Task

Learn how to export any Checklist as a CSV file to review completion details, including each field, who it was assigned to, and when it was completed.

Exporting a Checklist as a CSV

Building and completing the Checklists your crew works from on every job.

Checklists & Tasks

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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