--- title: Construction Selection Tracker Workflow | TaskTag Submittal Management Guide description: Track client selections, submittals, and design approvals with TaskTag’s Selection Tracker workflow. Streamline construction projects by centralizing communication, specs, and approvals in one place. image: https://blog.tasktag.com/hubfs/Selection%20Tracker%20Outer.png --- [Skip to content](https://blog.tasktag.com/product/selection-tracker#main-content) [![TaskTag logo](https://blog.tasktag.com/hubfs/tasktag-logo.svg)](https://www.tasktag.com) - [Features](https://tasktag.com/features/photo-documentation/) - [Pricing](https://tasktag.com/pricing) - [Compare](https://tasktag.com/compare/companycam/) - [Blog](https://blog.tasktag.com/) - [Resources](https://blog.tasktag.com/product) Open main navigation Close main navigation - [Features](https://tasktag.com/features/photo-documentation/) - [Pricing](https://tasktag.com/pricing) - [Compare](https://tasktag.com/compare/companycam/) - [Blog](https://blog.tasktag.com/) - [Resources](https://blog.tasktag.com/product) - [Start For Free](https://app.tasktag.com/register/signup-with-email?_gl=1*1ic34dn*_ga*MjU5NjU5OTI3LjE3NzM5Nzc1Nzg.*_ga_B535V4B5ZV*czE3NzczMzU3MjgkbzQkZzAkdDE3NzczMzU3MjgkajYwJGwwJGgw) [Start For Free](https://app.tasktag.com/register/signup-with-email?_gl=1*1ic34dn*_ga*MjU5NjU5OTI3LjE3NzM5Nzc1Nzg.*_ga_B535V4B5ZV*czE3NzczMzU3MjgkbzQkZzAkdDE3NzczMzU3MjgkajYwJGwwJGgw) # **How to Use TaskTag for Construction Selection Tracking** ![Selection Tracker Thumbnail](https://blog.tasktag.com/hs-fs/hubfs/Selection%20Tracker%20Thumbnail.png?width=2000&height=1125&name=Selection%20Tracker%20Thumbnail.png "Selection Tracker Thumbnail") **Table of Contents** [Introduction](https://blog.tasktag.com/product/selection-tracker#intro) [The Problem](https://blog.tasktag.com/product/selection-tracker#problem) [Ideal Workflow](https://blog.tasktag.com/product/selection-tracker#ideal-workflow) [Step 1: Keep Using the Client Project and Chat Group](https://blog.tasktag.com/product/selection-tracker#step1) [Step 2: Create a New Task for Each Selection Category](https://blog.tasktag.com/product/selection-tracker#step2) [Step 3: Add All Selection Info in the Task Description](https://blog.tasktag.com/product/selection-tracker#step3) [Step 4: Assign the Task to the Responsible Party](https://blog.tasktag.com/product/selection-tracker#step4) [Step 5: Share the Task with the Client](https://blog.tasktag.com/product/selection-tracker#step5) [Step 6: Track Changes & Versions in the Comments](https://blog.tasktag.com/product/selection-tracker#step6) [Step 7: Use Tags and Hashtags for Visibility](https://blog.tasktag.com/product/selection-tracker#step7) ## Streamline Client Selections with TaskTag’s Construction Selection Tracker Clear communication around finishes, fixtures, and client picks can make or break a job. This guide walks you through using TaskTag as your all-in-one selection tracking app—perfect for managing approvals, reducing delays, and documenting every decision. Who this is for: Project managers, builders, designers, and client liaisons working with homeowners or clients to make and track finish selections. What this solves: Client selections — from tile to paint to fixtures — are rarely made all at once. They evolve, get revised, and sometimes get forgotten. Without a system, this leads to confusion, rework, delays, and blame. TaskTag gives your team a centralized, visual, trackable way to lock in selections — and protect everyone involved. ## The Challenge of Managing Design Selections in Construction Projects Selections are one of the most **emotionally charged and logistically messy** parts of a project. - Clients change their minds - Final decisions are spread across texts, emails, PDFs, and verbal conversations - No one knows which version is “final” - Trades install the wrong item — and you eat the cost - There’s no record of what was approved, and when This creates confusion, delays, and potential liability — especially if the client claims, “That’s not what I picked.” ## Your Step-by-Step Workflow for Tracking Selections and Submittals in TaskTag With this setup in TaskTag: - You'll use an existing **project and chat group** (e.g. 'Smith Residence') - Each **selection item becomes a task**: one for tile, paint, countertops, etc. - Each task includes the selection detail, photos, links, and final decision - The client can be **shared on each task as a viewer or commenter** - Any changes are documented with comments and timestamps - The entire team (field crew, subs, vendors) can see the **most up-to-date decision** - You avoid rework, delays, and disputes — and look more professional doing it ## Step 1: Continue the Project and Client Chat to Centralize Selection Updates ![Step 1 - Continue the Project and Client Chat to Centralize Selection Updates](https://blog.tasktag.com/hs-fs/hubfs/Step%201%20-%20Continue%20the%20Project%20and%20Client%20Chat%20to%20Centralize%20Selection%20Updates.png?width=900&height=569&name=Step%201%20-%20Continue%20the%20Project%20and%20Client%20Chat%20to%20Centralize%20Selection%20Updates.png) Continue tracking all communication in the existing project (e.g. 'Smith Residence') and client group chat. This ensures selections are discussed and logged in context — alongside other project decisions. If you don't already have a project, [go ahead and make one](https://scribehow.com/viewer/How_Projects_Are_Assigned_to_Teams_in_TaskTag__XGZPfWgATEKXfEUVwRoekA?scrollToActionId=70c43886). If you don't have a chat, [try and make one as well](https://scribehow.com/viewer/Get_Connected_with_Someone_New_in_TaskTag__GSJzuX26TSarw7kIVyVLyQ) to connect with the client and your workers. ## Step 2: Create a Task for Each Selection Category (e.g. Tile, Paint, Fixtures) ![Step 2 - Create a Task for Each Selection Category (e.g. Tile, Paint, Fixtures)](https://blog.tasktag.com/hs-fs/hubfs/Step%202%20-%20Create%20a%20Task%20for%20Each%20Selection%20Category%20(e.g.%20Tile%2c%20Paint%2c%20Fixtures).png?width=901&height=569&name=Step%202%20-%20Create%20a%20Task%20for%20Each%20Selection%20Category%20(e.g.%20Tile%2c%20Paint%2c%20Fixtures).png) Each selection should live in its own task: - Selection - Master Bath Tile - Selection - Exterior Paint - Selection - Front Door Style This keeps each decision clear and avoids mixing up conversations. ## Step 3: Document All Product Specs, SKUs, and Approvals in the Task Details ![Step 3 - Document All Product Specs, SKUs, and Approvals in the Task Details](https://blog.tasktag.com/hs-fs/hubfs/Step%203%20-%20Document%20All%20Product%20Specs%2c%20SKUs%2c%20and%20Approvals%20in%20the%20Task%20Details.png?width=901&height=569&name=Step%203%20-%20Document%20All%20Product%20Specs%2c%20SKUs%2c%20and%20Approvals%20in%20the%20Task%20Details.png) Include: - Final product name/SKU/vendor - Link to spec sheet or page - Price (if relevant) - Attached photo or swatch image - Who approved it and when Example Description: > Product: “Daltile Memoir Petal Gray 8x8” > > **Vendor:** Floor & Decor > > **Approved by:** Jane Smith on 6/28 via chat > > **Notes:** To be installed in master bath shower wall only ## Step 4: Assign Tasks to Designers, Clients, or Vendors for Accountability ![Step 4 - Assign Tasks to Designers, Clients, or Vendors for Accountability](https://blog.tasktag.com/hs-fs/hubfs/Step%204%20-%20Assign%20Tasks%20to%20Designers%2c%20Clients%2c%20or%20Vendors%20for%20Accountability.png?width=901&height=569&name=Step%204%20-%20Assign%20Tasks%20to%20Designers%2c%20Clients%2c%20or%20Vendors%20for%20Accountability.png) Assign the task to: - The lead field supervisor - The designer (if applicable) - Or whoever is tracking selections and procurement Make sure to [connect with whoever you're assigning the task to](https://scribehow.com/viewer/Get_Connected_with_Someone_New_in_TaskTag__GSJzuX26TSarw7kIVyVLyQ) beforehand. ## Step 5: Easily Share the Selection Task with Clients for Approval and Feedback ![Step 5 - Easily Share the Selection Task with Clients for Approval and Feedback](https://blog.tasktag.com/hs-fs/hubfs/Step%205%20-%20Easily%20Share%20the%20Selection%20Task%20with%20Clients%20for%20Approval%20and%20Feedback.png?width=900&height=569&name=Step%205%20-%20Easily%20Share%20the%20Selection%20Task%20with%20Clients%20for%20Approval%20and%20Feedback.png) You can: - Share the task with the client as a **viewer** (free) - Allow them to add comments or revisions directly - Keep all discussion tied to that specific item You'll need to [connect with the client](https://scribehow.com/viewer/Get_Connected_with_Someone_New_in_TaskTag__GSJzuX26TSarw7kIVyVLyQ) first to share the task with them. ## Step 6: Use Comments to Track Revisions and Confirm Selection Finalization ![Step 6 - Use Comments to Track Revisions and Confirm Selection Finalization](https://blog.tasktag.com/hs-fs/hubfs/Step%206%20-%20Use%20Comments%20to%20Track%20Revisions%20and%20Confirm%20Selection%20Finalization.png?width=901&height=569&name=Step%206%20-%20Use%20Comments%20to%20Track%20Revisions%20and%20Confirm%20Selection%20Finalization.png) Every time a change is made, add a comment like: > “Client changed backsplash to ‘White Subway Matte’ on 7/2. Previous choice was ‘Seafoam Blue Ceramic.’” > “Confirmed by client in chat. Updating purchase order.” (Insert screenshot of timestamped selection change comment here) This creates a **clear history** of who changed what, and when. ## Step 7: Tag Tasks with #Selections for Easy Filtering Across the Project ![Step 7 - Tag Tasks with Selections for Easy Filtering Across the Project](https://blog.tasktag.com/hs-fs/hubfs/Step%207%20-%20Tag%20Tasks%20with%20Selections%20for%20Easy%20Filtering%20Across%20the%20Project.png?width=901&height=569&name=Step%207%20-%20Tag%20Tasks%20with%20Selections%20for%20Easy%20Filtering%20Across%20the%20Project.png) Use the project hashtag (e.g. #Smith\_Residence) in chat messages related to selections. You can also tag the task with: - #Selection - #ClientApproved - #NeedsConfirmation ## Example: Tracking and Approving Kitchen Countertop Selections **Project:** `Smith Residence` **Task:` `**`Selection - Kitchen Countertops` | Field | Example | | --- | --- | | Description | “Quartzite – Taj Mahal / Slab #3 at StoneYard / Approved 6/26” | | Photo | Slab image and fabrication layout | | Link | Vendor page | | Assigned | PM + Client (viewer) | | Comments | “Client changed from Carrera to Taj Mahal on 6/26.” | | Status | Finalized and marked complete | --- ### Tips to Maximize Your Construction Selection Tracker in TaskTag **Create a task per selection** > Avoid bundling — it keeps things cleaner and easier to track **Attach images and links** to each task > So there’s no confusion about the “look” or product **Document ANY changes in comments** > Protects you from disputes or memory gaps **Share tasks with clients, not your whole project** > Keeps focus tight and communication professional **Use due dates to track decision deadlines** > Keeps the project moving and sets expectations  **Pin high-priority selections in chat** > Like front door style or flooring that affects schedule --- ### Checklist: What to Confirm Before Marking a Selection Task Complete - \[ \] Task created for each selection - \[ \] Description includes product info, vendor, approval date - \[ \] Assigned to relevant PM or coordinator - \[ \] Client shared as viewer/commenter - \[ \] Changes tracked in comments - \[ \] Task marked “complete” when finalized --- ### Why Builders Love TaskTag’s Selection Tracker for Client Submittals **Minimizes rework** — Everyone sees the most current decision **Protects against disputes** — You have a timeline and paper trail **Speeds up communication** — Clients can comment directly **Improves client trust** — You’re organized and transparent **Saves time** — No more digging through emails or texts to find what was decided > “Selections don’t have to be chaos. TaskTag turns them into a process — not a liability.” ### **Frequently Asked Questions (FAQs)** **1. Can I track selection approvals and revisions in the same Task?** Yes! Use TaskTag’s comment thread and file upload features to log changes, share revisions, and keep a full version history within a single Task. **2. How do I ensure clients only see what they need to?** When sharing a Task, you can control visibility by tagging only relevant content and keeping internal notes in private chats. Clients see what’s approved and ready—nothing else. **3. What’s the best way to organize selections by room or trade?** We recommend creating a separate Task for each selection category (e.g., “Master Bath Fixtures” or “Kitchen Cabinets”) and using hashtags or tags like `#PlumbingSelections` to group them by trade. 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