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# Export a checklist

# 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 :

1.  Go to the **template of the checklist**.
    
2.  Click on the **checklist** in question
    
3.  Click **Export** and select the tab of the desired export format.
    

![](https://downloads.intercomcdn.com/i/o/174915037/b70507db9c2ac7f516876aee/1-exporter-une-checklist.png)

## 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)

![](https://downloads.intercomcdn.com/i/o/174915093/30da4ff32a4a535620a250fb/2-exporter-une-checklist-en-pdf.png)

1.  Click on **Download** File
    
2.  Click on the downloaded file and save it in the desired location.
    

![](https://downloads.intercomcdn.com/i/o/174915117/36917f4d66656cc5a5a26209/3-exporter-une-checklist-en-pdf.png)

## 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)

![](https://downloads.intercomcdn.com/i/o/174915144/23488599c01d3e6bb25d3eb5/4-exporter-une-checklist-en-excel.png)

1.  Click on **Download** File
    
2.  Click on the downloaded file and save it in the desired location.
    

![](https://downloads.intercomcdn.com/i/o/174915163/0cd2ea4900315cb823491bae/5-exporter-une-checklist-en-excel.png)

## 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)

![](https://downloads.intercomcdn.com/i/o/174915172/9d89d553c86b94eb44e99de6/6-exporter-une-checklist-en-csv.png)

1.  Click on **Download** File
    
2.  Click on the downloaded file and save it in the desired location.
    

![](https://downloads.intercomcdn.com/i/o/174915191/ae38261bd89f94b1889b342c/7-exporter-une-checklist-en-csv.png)

# Export selected tasks

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

1.  Click on the first of the tasks to be selected then click and hold down the **Control** (ctrl) key on the keyboard.
    
2.  Select the other tasks by clicking on them and release the ctrl key only after the operation is completed.
    
3.  Click **Export**
    

![](https://downloads.intercomcdn.com/i/o/174915208/2aa1df8723969e5304e462d5/8-exporter-une-selection-de-taches.png)

To export the file with only freshly selected tasks :

1.  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.
    
2.  Click **Generate** File
    

![](https://downloads.intercomcdn.com/i/o/174915218/705d970cc39b3905bb1933b5/9-exporter-une-selection-de-taches.png)

1.  Click on **Download** File
    
2.  Click on the downloaded file and save it in the desired location.
    

![](https://downloads.intercomcdn.com/i/o/174915235/14ac970b64aaf33beed98745/10-exporter-une-selection-de-taches.png)