Export and Print Checklists

All users including guests, can print or export entire checklists using the ‘Print this checklist’ feature.

Exported checklists come with the state (e.g. active), assignees, completed tasks, form field data, comments and everything in the activity feed giving you a printable, email-able record of the checklist.

You can store your exported checklists for audit purposes or send them to a client.

Printing Checklists

To access the ‘Print this checklist’ feature, first click on a checklist to open it.

Once the checklist is open, select the ‘Print this checklist’ option under ‘Checklist options’ in the right-hand checklist menu.

You will be brought to a printable version of your checklist, complete with the same form fields filled and task boxes checked as the actual checklist.

From here, you can either print your checklist directly or export it as a PDF.

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

Export Checklists to PDF

To export your checklist as a PDF, you will need to save the print output as a PDF. Follow the appropriate instructions below based on your browser.

Chrome

First click to print the checklist, then select print, then under destination in the print menu, select “Save as PDF”. Click save to save it to a local folder.

Firefox

First click to print the checklist, then select print, then print to PDF. Finally save the file as a PDF document.

Microsoft Edge

Export a PDF by changing the printer selection to “Save as PDF”.

Internet Explorer

Export a PDF by changing the printer selection to “Microsoft Print to PDF”.

Save as PDF IE

Safari

Click “Export as PDF” directly from the browser File menu instead of printing to PDF.

Save as PDF Safari

Learn how to Export and Print Templates

Learn how to export checklists to a CSV file


 

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