How to Create a Punchlist in Houzz Pro
The Punchlist feature in Houzz Pro offers a central hub to manage final outstanding tasks, allowing your team to ensure any remaining items are completed so you can confidently wrap up your project. Punchlist items, like tasks, can be assigned to stakeholders with a due date, and even require photo submission for completion, so there's no doubt the task was fulfilled. Let's take a look at how to create and use a punchlist to close out your project.
Create a Punchlist
Punchlists are project-specific, so to access and create one you will need to be within an individual project. From the project overview page, click on Tasks & Punchlist in the menu on the left. Next click on the Punchlist tab at the top of the Tasks & Punchlist page.
To add a new task to the punchlist, click Add Task in the top right or at the bottom of an existing list. Type in the task title and click the checkmark or press enter/return on your keyboard.
If you aren't familiar with using tasks across Houzz Pro, check out How to Create and Manage Your Tasks to learn more.
Now you can add an assignee and due date directly in-line on the task by clicking the relevant icon on the task line, or you can click the pencil icon on a task to open the details modal. Within the details modal you can add a due date, assignee, link to a schedule item, add a description, attach a file and more.
To require a photo before a task can be marked as completed, click the toggle at the bottom of the details modal. Once enabled, assignees will be prompted to attach a photo or video before they can complete the task.
Export and Share Punchlist
Assignees will be able to see and mark their punchlist tasks as complete in their own Houzz Pro experience, but you can also export the entire list, or a filtered version, in multiple formats to print or send electronically.
To export an entire punchlist, make sure no filters are applied, then click the Actions menu at the top of the page and select Export All As....
This will open a modal where you can select the file format from the dropdown (PNG, PDF, CSV, XLXS) then click Export.
To Export specific tasks, use the checkboxes to the left of the desired items, then click Export As at the top of the tasks list.
You can also narrow down your punchlist export by using the filters at the top, then clicking the Actions menu at the top of the page and selecting Export All As...
Add Punchlist to Schedule
Once you have created a punchlist for your project, you can add those tasks to your schedule to keep up with all the relevant due dates. You can either add tasks to an existing schedule, or you can create a new schedule for those tasks.
Add to Existing Schedule
To add tasks to an already created schedule, click the select all checkbox at the top left of your tasks to automatically add every task in your list. If you would like to remove a task, de-select the checkbox next to that task. If you want to manually select the relevant tasks, you can also just select the checkboxes for each task you would like to add.
To add to your schedule, select the Add to Schedule button at the top of your task list. You can also select Actions, then click on Add to Schedule in the dropdown.
Once you select the Add to Schedule button, you can choose to create a new schedule item for your tasks, or you can add it to an existing item.
If you add a new item, you will need to name the item for your schedule and add it to an existing phase (as shown below). You can also create a new phase if needed.
If you add to an existing item, you will need to select the relevant item from a dropdown menu.
Click Done once complete.
Your existing schedule will now appear showing all your punchlist items.
Tasks with a due date will appear on that date within your schedule. Tasks without due dates will display at the start of the schedule item. To adjust, you can easily click and drag the task to the relevant date, or you can edit the date within the task details. Within task details, you can also add a description, images, mark as complete, and more.
Add to New Schedule
If you don't already have a schedule created and have at least five tasks in your punchlist, you will see a banner at the top of your punchlist. Click the checkboxes next to the relevant tasks you would like to add, then select the Add Tasks to Schedule button. Please Note: If you do not select any checkboxes, all your punchlist tasks will be pulled into your schedule.
(You can also add tasks by selecting the Add to Schedule at the top of your list or in the Actions dropdown.)
Once you select the Add Tasks to Schedule button, you will need to name the item for your schedule, then click Done.
Your new schedule will now appear showing all your punchlist items.
Tasks with a due date will appear on that date within your schedule. Tasks without due dates will display at the start of the schedule item. To adjust, you can easily click and drag the task to the relevant date, or you can edit the date within the task details. Within task details, you can also add a description, images, mark as complete, and more.