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.

export 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.

naming-checklists-open-checklist-for-renaming

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.

navigate and click print this checklist Gif

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 a checklist as a CSV you 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 select “Export checklists as CSV…” from the “Export” menu at the bottom. You’ll be prompted to ‘export all columns’ or ‘export only visible columns’. This gives you the option to choose the checklist data that you would like included in your CSV. You can make this selection in the template overview.

CSVs of checklists will be downloaded straight to your browser.

Was this article helpful?

Related Articles