This is a great way to create spreadsheet-friendly reports of all of the data you capture in your Process Street checklists.
Your CSV file can show all of your active, completed or archived checklists, with columns for each task, the status of the checklist, each form field, the assignees, and whatever other fields you choose to show.
Users: Admins and Members can export checklists as a CSV.
How to export your checklists as a CSV
There are two ways you can export the checklists as a CSV file:
- From your Checklist Dashboard
- From a Template menu
Export from checklist dashboard
Exporting from Checklist Dashboard allows you the most flexibility of these two options. You can select which checklists you would like to export from any template in your organization, and from any saved views. You can also select which columns you would like to export, or you can export all columns to capture all of your checklist data.
First, head to your Checklist Dashboard by clicking “Checklists” at the top of your screen. Select a saved view from the left-hand menu and then click on the export button on the right side of your screen (shown below).
Choose either “export all columns” or “export only visible columns”. Once you click the Export CSV button, your CSV will automatically start downloading within your current browser.
To select more columns or to change the columns in this view, click the dropdown button shown here:
Check the boxes of the column headers you’d like to see, un-check the ones you don’t want to see and then click “Done” when finished.
Note: Time zones for all dates included in CSV exports are in UTC. To convert the UTC to your local time, you can do this inside your Google Sheet or Excel Sheet by using the formula below.
First, split out the time from the date, using the “text to columns” feature in your sheet. You can then apply the formula to add or subtract the number of hours difference from UTC, to convert it to your local time.
To convert from UTC to CST (UTC -6 hours) use the formula =A1-TIME(6, 0, 0) or to convert from UTC to IST (UTC +5 hours 30 minutes) use the formula =A1+TIME(5, 30, 0). Change “A1” to the cell number you want to convert.
Export from a template menu
Exporting from a template’s menu is a quick way to access the “export all columns” feature, without having to navigate away from your template. If you would like to choose which columns are visible first, before exporting, then you’ll want to export from the Checklist Dashboard instead (see above).
First you will need to open the template’s menu. To do this, start in your template dashboard, look for the template you need and click the three dots next to the template name.
Next, in the right-hand template menu, click “More options”, then scroll down to the Export menu at the bottom and select “Export checklists CSV”. Click the green button to export all the active checklists for this template including the checklist tasks.
Once you’ve made your selection, your CSV will automatically start downloading within your current browser.
Exporting in action
The example below shows how you can export “visible columns only” from checklist dashboard, then use the CSV file to import the data into a Google Sheet.
You can also import CSV files into Excel.