Export and Print Checklists

You can print or export your checklists as a PDF, which allows you to store or share your checklists with others.

All the data you have collected in the checklist form fields, as well as who is assigned, which tasks are completed, and any comments that have been made in the task comments, can all be exported.

Once exported, you can store or save your checklists for audit purposes or send them to a client, customer or anyone outside your Process Street organization.

Users: Admins, Members and Guests can export or print checklists.

Printing checklists

Start in your checklist dashboard and click on a checklist’s name to open it.

In the right-hand checklist menu, click “Print checklist” as shown below.

A printable version of your checklist opens up, and from here, you can either print your checklist to your local printer or save it as a PDF.

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” or if you’re using Google Drive you can save it straight to your Google Drive.

Firefox

First click to print the checklist, then select print, then “Print to PDF”.

Microsoft Edge

First click to print the checklist, then change the printer selection to “Save as PDF”.

Safari

First, open the checklist, then from the browser File menu select “Export as PDF” (instead of using the “print checklist” feature).

Learn how to export and Print Templates, or how to export checklists to a CSV file.


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