--- title: Create and edit Change order types description: Help Center --- [Skip to content](https://help.inspectly.com/en/create-and-edit-change-order-types#main-content) English Show submenu for translations [![Inspectly-logo.png\]](https://help.inspectly.com/hs-fs/hubfs/Inspectly-logo.png?height=40&name=Inspectly-logo.png)](https://help.inspectly.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Go to inspectly.com](https://inspectly.com/) [Go to inspectly.com](https://inspectly.com/) Hi, how can we help you today? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.inspectly.com/en?hsLang=en) 2. [Guides for use and setup](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en) 3. [Change Orders](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#change-orders) # Create and edit Change order types In this article, you will find a guide on how to create a change order type and how to edit a change order type. ### **Create a change order type** Global ➜ Tasks ➜ Click "Task types" ➜ Click "Create task type" ➜ Select "Change order" template ➜ Enter title ➜ Fill in the change order type settings ![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993089949.png?width=525&height=742&name=20045993089949.png) ![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993092381.png?width=609&height=348&name=20045993092381.png)   When creating a change order type and editing the change order type, there are 5 settings you need to consider and complete: 1. [Title](https://help.inspectly.com/hc/en-gb/articles/14557489594781-Create-and-edit-Change-order-types?hsLang=en#h_01J2912GJXK8WP81Q6ZT3F2S8T) 2. [Set the contents of the change order](https://help.inspectly.com/hc/en-gb/articles/14557489594781-Create-and-edit-Change-order-types?hsLang=en#h_01J29178W7C8BXFP68PJFFHQA3) 3. [Add standard documents](https://help.inspectly.com/hc/en-gb/articles/14557489594781-Create-and-edit-Change-order-types?hsLang=en#h_01J291FHKAGC1PMV6S2B3SRQSC) 4. [Set up notifications](https://help.inspectly.com/hc/en-gb/articles/14557489594781-Create-and-edit-Change-order-types?hsLang=en#h_01J291K5XFVY9006PQENTHSPF7) 5. [Project affiliation](https://help.inspectly.com/hc/en-gb/articles/14557489594781-Create-and-edit-Change-order-types?hsLang=en#h_01J291PV5HFVE6H53QDMCZ12KE) #### **1. Title** **![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045979328157.png?width=868&height=133&name=20045979328157.png)** Specify the title of your change order as it will be seen by you, your colleagues, and external organizations.   #### **2. Set the contents of the change order** **![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993095453.png?width=863&height=443&name=20045993095453.png)** ***Location*** ➜ When creating a new change order, you have the option to mark on a floor plan or map. ***Upload documentation*** ➜ Used if you want the option to attach documentation when creating a new change order. ***Approval date*** ➜ Used if you want the option for a reminder about internal or external pending approval. ***Observer*** ➜ Used if you want a CC function on your change orders. When activated, you can specify a person to receive notifications about changes and the creation of new change orders. ***Item line matrix with automatic calculation*** ➜ When creating a new change order, you will have the option to manually enter item lines. ***One total amount*** ➜ When creating a new change order, you will have the option to enter a single total amount. ***Note:*** Hover over the question mark for more information about the respective fields.   #### **3. Add standard documents** **![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993096733.png?width=829&height=256&name=20045993096733.png)** "Add standard documents" are used if you have documents that should be included in all change orders created from the type. Attach general terms and price lists, for example, which are always applicable to your change orders.   #### **4. Set up notifications** **![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993098397.png?width=851&height=575&name=20045993098397.png)** You can configure which internal and external users should receive notifications of any changes to change orders, and at which stages they should receive the notifications.   #### **5. Project affiliation** **![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993101341.png?width=709&height=347&name=20045993101341.png)** Select which projects the change order type should be active on. #### **Note! Save the change order type** **![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045993110429.png?width=350&height=85&name=20045993110429.png)** Remember to click "Save" at the bottom of the screen.   ### **Edit a change order type** Global ➜ Tasks ➜ Task types ➜ Click the "Pencil" icon next to the type you want to edit ➜ Adjust the desired change order type settings ➜ Click "Save" ![](https://help.inspectly.com/hs-fs/hubfs/Knowledge%20Base%20Import/20045979346461.png?width=1898&height=773&name=20045979346461.png)   ### **Contact us** If you have any questions, you are always more than welcome to contact our support at [support@inspectly.com](mailto:support@inspectly.com) - [Guides for use and setup](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#main-content) - [Users](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#users) - [Digital QA / Checklists](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#digital-qa-checklists) - [Punch Lists](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#punch-lists) - [Inspection](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#inspection) - [Photo Documentation](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#photo-documentation) - [Files and Drawings](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#files-and-drawings) - [Projectweb - External use](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#projectweb-external-use) - [Account Settings](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#account-settings) - [Market place](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#market-place) - [Projects](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#projects) - [Reports and prints](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#reports-and-prints) - [Insights Center](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#insights-center) - [Tasks](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#tasks) - [Change Orders](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#change-orders) - [Handover](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#handover) - [Projectweb - Setup](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#projectweb-setup) - [Tile menu](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#tile-menu) - [Additional modules and settings](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#additional-modules-and-settings) - [Dashboards](https://help.inspectly.com/en/guides-for-use-and-setup?hsLang=en#dashboards) - [Flow](https://help.inspectly.com/en/flow?hsLang=en#main-content) - [Knowledge Alerts](https://help.inspectly.com/en/flow?hsLang=en#knowledge-alerts) - [Files](https://help.inspectly.com/en/flow?hsLang=en#files) - [Inspectly App](https://help.inspectly.com/en/inspectly-app?hsLang=en#main-content) - [In general](https://help.inspectly.com/en/inspectly-app?hsLang=en#in-general) - [Projects](https://help.inspectly.com/en/inspectly-app?hsLang=en#projects) - [Digital QA / Checklists](https://help.inspectly.com/en/inspectly-app?hsLang=en#digital-qa-checklists) - [Menu and settings](https://help.inspectly.com/en/inspectly-app?hsLang=en#menu-and-settings) - [Photo Documentation](https://help.inspectly.com/en/inspectly-app?hsLang=en#photo-documentation) - [Tasks](https://help.inspectly.com/en/inspectly-app?hsLang=en#tasks) - [New Releases](https://help.inspectly.com/en/new-releases?hsLang=en#main-content) - [Admin News](https://help.inspectly.com/en/new-releases?hsLang=en#admin-news) - [New in App](https://help.inspectly.com/en/new-releases?hsLang=en#new-in-app) - [Integrations](https://help.inspectly.com/en/integrations?hsLang=en#main-content) - [Integrations](https://help.inspectly.com/en/integrations?hsLang=en#integrations) [![Inspectly - Contractors favorite tool for documentation](https://help.inspectly.com/hs-fs/hubfs/avidly/assets/logos/inspectly_grey_pink_web.png?width=93&height=24&name=inspectly_grey_pink_web.png "Inspectly - Contractors favorite tool for documentation")](http://inspectly.com) [Inspectly | Help Center](https://help.inspectly.com/en?hsLang=en) Copyright © 2025, Inspectly