Copying Checklists, Not Just Checklist Templates

Copying Checklists, Not Just Checklist Templates

Anonymous
Not applicable
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Message 1 of 6

Copying Checklists, Not Just Checklist Templates

Anonymous
Not applicable

I have looked on the forums and this specific problem/feature does not seem to have been asked about before, but I could be wrong. I did not want to post this in ideas in the case something similar to what I am looking for already exists.

 

There are many parts that require the same people assigned to every part of a checklist, but have different names.  Adding new assignee's takes a long time when the drop down takes minutes to show up each time, and you must add a different assignee to 10 or more different sections for 20 different checklists. 

 

If there was a way to copy a checklist in its entirety, including assignee's for individual sections, then you would only need to change the location and name of the checklist and would save a large amount of time. 

 

If anyone knows if there is a way around this problem that already exists, or if there is nothing to be done to improve efficiency here, I would greatly appreciate it!

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Accepted solutions (1)
1,078 Views
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Message 2 of 6

renata.demuro
Autodesk Support
Autodesk Support
Accepted solution

Hi @Anonymous, 

 

Thanks for your post! I believe I found a related post in our BIM 360 Idea Forum to this: Define checklist assignee directly on template. Does that post match with the feature you are requesting? 

 

If this answers your question, please click the "Accept Solution" button so others may benefit from your post. If not, I'm here and happy to answer any questions. Thanks! 



Renata DeMuro
Technical Support Specialist
Customer Service & Support
Autodesk, Inc.

Message 3 of 6

Anonymous
Not applicable

Thank you for your help, this is exactly what I was looking for!

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Message 4 of 6

renata.demuro
Autodesk Support
Autodesk Support

Hi @Anonymous, 

 

Awesome! Glad I was able to help. Have a great rest of your day 😃



Renata DeMuro
Technical Support Specialist
Customer Service & Support
Autodesk, Inc.

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Message 5 of 6

mikako_harada
Community Manager
Community Manager

FYI - moving this post to BIM 360 product forum as this is question about product feature.  (not API) 


Mikako Harada
Developer Technical Services
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Message 6 of 6

iijima_hideaki
Community Visitor
Community Visitor

既に入力が終わっていてCloseしているチェックリストを全体丸ごとコピーして、新規のチェックリストにすることはできないのでしょうか

Is it possible to copy the entire checklist that has already been entered and closed and make a new checklist?

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