How Do I Export Templates and/or Checklists?

In Process Street, you have several options for printing or exporting your templates and checklists.

For templates you can:

For checklists you can:

Exporting and Printing Templates

To export or print a template you need to first open the template menu. To do this, click the cog next to the template name in your dashboard.

Click the “More” button in the right-hand menu, then select “Print this Template” from the “Export” menu at the bottom. You will be brought to a printable version of your template.

To print a template, simply click ‘File’ in the menu bar, and then ‘Print’.

To export a PDF, simply change the print destination in your browser’s print dialogue to PDF in Chrome and Firefox, “Microsoft Print to PDF” in Internet Explorer, or select “Export to PDF” directly from the File menu in Safari.

Exporting and Printing Checklists

To export or print a checklist, first, click the cog next to the name of the checklist’s parent template to expose the template menu. From here, select the checklist that you’d like to print or export from the right-hand menu.

Once in the checklist, select ‘Print this checklist’ from the right-hand checklist menu. You will be brought to a printable version of your checklist.

To print a checklist, simply click ‘File’ in the menu bar, and then ‘Print’.

To export a PDF, simply change the print destination in your browser’s print dialogue to PDF in Chrome and Firefox, “Microsoft Print to PDF” in Internet Explorer, or select “Export to PDF” directly from the File menu in Safari.

Exporting Checklist Data as a CSV

To export checklists as a CSV you have three options:

  • Export from your Checklist Dashboard where you will find all your checklists from all templates
  • Export from Template Overview for checklists created from one template
  • Export from a Template menu for quick access to a CSV file

Export from Checklist Dashboard

Exporting from Checklist Dashboard allows you the most flexibility of all of these options. You can select which checklists you would like to export from any template in your whole organization, and from saved views you have created. You can also select which columns you would like to export from here.

First, head to the Checklist Dashboard in the blue header bar 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. 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.

Export from Template Overview

Exporting from the Template Overview allows you to choose which columns you would like to export from one template, before downloading data as a CSV.

First, click on the name of the template you would like to export checklist data from. Click on the “Overview” tab to open up the Template Overview. Click the “Export to CSV” button and choose all columns or only visible columns. Once you click the green Export button, the CSV will start downloading within your current browser.

Export from a Template menu

Exporting from a Template menu is a quick way to access the “export all columns” feature, without having to navigate away from your template view. If you would like to choose which columns are visible before exporting, then you’ll want to export from the Checklist Dashboard or the Template Overview instead (see above).

First you will need to open the template’s menu. To do this, either click the cog next to the template name in your dashboard or open up the template.

Click the ‘More” button in the right-hand menu, then scroll down to the the Export menu at the bottom and select “Export checklists as CSV…” You’ll be prompted to choose “export all columns” or “export only visible columns”. Your choice of which columns are visible can be made in the Template Overview or in the Checklist Dashboard.

 

Was this article helpful?

Yes No

Related Articles