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

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. If you don't have a chat,
try and make one as well to connect with the client and your workers.

Step 2: Create a Task for Each Selection Category (e.g. Tile, Paint, Fixtures)

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

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

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 beforehand.

Step 5: Easily Share the Selection Task with Clients for Approval and Feedback

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 first to share the task with them.

Step 6: Use Comments to Track Revisions and Confirm Selection Finalization

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

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

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.

Next Guide: Submittal Tracker Workflow