How to Download a PDF Version of Your Checklist

In this step-by-step guide, we will show you how to easily download a PDF version of your checklist from the project overview.

Step 1: Access the Project Overview


Step 2: Go to Checklists


Once you're on the project overview page, look for the navigation menu or sidebar and click on "Checklists." This will take you to the page where you can view all the checklists that have been created for the project.


Step 3: Select the Checklist to Export


From the list of checklists available, identify and click on the checklist that you want to export as a PDF. This will open the selected checklist for you to review.


Step 4: Access the Export Options


Within the checklist view, locate the "More" option on the top right-hand corner of the screen. Click on it to open a dropdown menu with additional actions.


Step 5: Choose "Download PDF"


In the dropdown menu, you'll find various options related to the checklist. Among them, select "Download PDF" to initiate the process of exporting the checklist into a PDF format.


Step 6: View the PDF Version


After clicking "Download PDF," a new tab will open in your web browser, displaying the checklist in PDF format. From here, you have a couple of choices:


Option A: Download the PDF

To save the PDF on your computer or device, locate the download icon (usually represented by an arrow pointing down) in the PDF viewer and click on it. Choose a destination folder for the PDF file and save it.


Option B: Print the PDF


If you prefer a physical copy of the checklist, use the print option available in the PDF viewer. Click on the print icon (often represented by a printer icon), configure the print settings as desired, and then click "Print."


If you have any further questions or need assistance, don't hesitate to reach out for help. Look for the green chat box on the platform, and our support team will be happy to assist you. Happy project managing!

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