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.
