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Create a Snag Item Template Category at the Company Level


To create snag item template category at the Company level.


Categories are used to group your snag list item templates into sets. For example, you might want to organise specific templates into separate categories for ConcreteMasonryMetals, and so on. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • Categories created at the company level are also visible and available in the Project level Admin tool.
      Note: In the Project level Admin tool, a key icon appears next to any categories that were created at the company level. 
    • Categories created at the project level are specific to that project. They are NOT visible or available in the company's Admin tool. See Create a Snag Item Template Category at the Project Level.
    • You can also add a snag list template at the project level. See Create a Project Level Snag Item Template


  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Snag List.
  3. Click Create Category.
  4. Enter the following information:
    1. Name. Enter the title of the category you want to create.
    2. Create. Click to create the new category
      The system adds the new category to the bottom of the Snag List Item Template Configuration page.

See Also