Export a checklist

It is possible to export tasks from a checklist. The default title of the exported document will contain two elements: the name of the template of the document and the name of the checklist specified in brackets.

To export a checklist :

Go to the template of the checklist.

Click on the checklist in question

Click Export and select the tab of the desired export format.

Export in PDF format

It is possible to choose what will appear on the exported document in PDF format.

Field Title

A title is generated automatically, if necessary it is possible to edit it: click on the Field Title and enter the new title (1).

Field Footer

The footer text is generated automatically and contains the current date and the name of the user generating the export. It is possible to edit it: click on the field and enter the new footer text (2).

Field Tasks to export

Define which tasks are to be exported (3) :

All tasks

Selected tasks


Field Items to show

Choose the items that will appear on the exported document (4) :

The planned date for the tasks

Checklists and workspaces to which the tasks are attached

The due date of the tasks

Custom fields active on tasks

The sub-tasks of the tasks

The description of the tasks

Comments of the tasks

File attached to the task

View date and signature: if this box is checked, a line will be added at the end of the document with the possibility to enter the place, the date and a signature.


Field Orientation

Choose the orientation of the exported document (5) :

Portrait orientation

Landscape orientation


Choose the font size (6) :

Small

Medium

Large


Click on Generate File (7)



Click on Download File

Click on the downloaded file and save it in the desired location.

Export in Excel format

It is possible to choose what will appear on the exported document in Excel format.

Field Title

A title is generated automatically, it is possible to edit it: click on the Field Title and enter the new title (1).

Field Tasks to export

Define which tasks are to be exported (2) :

All tasks

Selected tasks


Field Columns to show

Choose the columns that will appear on the exported document (3) :

Task status: open tasks, completed or deleted

The priority given to tasks

The name of the tasks

The description of the tasks

The checklists to which the tasks are attached

The workspaces to which the tasks are attached

The planned date for the tasks

The due date of the tasks

Those responsible for each task

The creators of each task

Date and time of task creation

People who have completed the tasks

The date and time when the tasks were completed

The people who deleted the tasks

The date and time the tasks were deleted.

File attached to the task


Choose the custom fields to view (4)

Click on Generate File (5)



Click on Download File

Click on the downloaded file and save it in the desired location.

Export in CSV format

It is possible to choose what will appear on the exported document in CSV format.

Field Title

The title is generated automatically, it is possible to edit it: click on the Field Title and enter the new title (1).

Field Tasks to export

Define which tasks are to be exported (2) :

All tasks

Selected tasks


Field Columns to show

Choose the columns that will appear on the exported document (3) :

Task status: open tasks, completed or deleted

The priority given to tasks

The name of the tasks

The description of the tasks

The checklists to which the tasks are attached

The workspaces to which the tasks are attached

The planned date for the tasks

The due date of the tasks

Those responsible for each task

The creators of each task

Date and time of task creation

People who have completed the tasks

The date and time when the tasks were completed

The people who deleted the tasks

The date and time the tasks were deleted.

File attached to the task


Choose the custom fields to view (4)

Click on Generate File (5)



Click on Download File

Click on the downloaded file and save it in the desired location.

Export selected tasks

It is possible to select the tasks to be exported in a checklist beforehand:

Click on the first of the tasks to be selected then click and hold down the Control (ctrl) key on the keyboard.

Select the other tasks by clicking on them and release the ctrl key only after the operation is completed.

Click Export




To export the file with only freshly selected tasks :

Go to the Task to be exported field and select the Selected tasks option. The number in brackets indicates the number of tasks selected for export.

Click Generate File




Click on Download File

Click on the downloaded file and save it in the desired location.

Updated on: 09/04/2024