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Procore (en-GB)

Create a Snag Item Template Category at the Project Level

Objective

To create a snag item template category at the Project level.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Snag List tool.
  • Additional Information:
    • Categories are used for organizational purposes when managing and creating Snag List Templates. Categories will not affect how your Snag List tool is organized.
    • Any templates or categories created at the project level will not have a key icon next to them.

Steps

  1. Navigate to the project's Snag List tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Snag List Templates in the right pane. 
    This reveals a list of snag list templates, organized by category. 
  4. Click +Create Category.
    This opens the Create New Snag Item Template Category window.
  5. Enter a new category Name.
  6. Click Create to add the new category.

 

If you would like to learn more about Procore's snag list software and how it can help your business, please visit our construction snag list software product page icon-external-link.png.