What Is the Export Feature?
The ability to export feedback pins is a powerful new feature in Punchlist that allows users to download all feedback into a CSV file. This makes it easy to organize, analyze, and share project feedback in a structured format—ideal for teams that need a record of updates or prefer working in spreadsheets.
Who’s It For?
This feature is designed for project managers, construction professionals, architects, and agency teams who work with stakeholders that rely on spreadsheets for tracking progress and documentation.
Whether you’re managing internal reviews or handing off reports to external partners, exporting feedback pins keeps your data accessible and organized.
Key Features
- Export to CSV: Download a spreadsheet containing all feedback pins, complete with status updates, timestamps, and assigned stakeholders.
- Seamless Spreadsheet Integration: CSV files work with Microsoft Excel, Google Sheets, and other spreadsheet tools, making it easy to filter and sort feedback.
- Comprehensive Project Records: Maintain a historical log of feedback for tracking changes, ensuring accountability, and improving future workflows.
How It Works
- Open Your Project: Navigate to the project where you want to export feedback.
- Access Export Options: Click the settings (cog) icon next to the Share button.
- Select “Export Project Items to CSV”: This will generate a CSV file containing all feedback pins.
- Find Your File: The exported file will be available in your downloads folder.
- Open in Your Preferred Spreadsheet Tool: Upload the CSV to Google Sheets, Excel, or your preferred tool for further analysis.
Use Cases
- Construction Managers: Export feedback to share with subcontractors, ensuring that all requested adjustments are documented.
- Architects: Keep a historical record of design changes and approvals for easy reference.
- Interior Designers: Track client approvals and revisions in a structured format.
- Project Managers: Provide stakeholders with an easy-to-read spreadsheet summarizing all feedback and statuses.
Why Use the Export Feature?
Before this update, project feedback remained within Punchlist, requiring users to log in to access historical records. Now, teams can easily extract and distribute feedback, making documentation, accountability, and collaboration smoother than ever.