How to Export Checklists

Learn how to export your checklists in Chekhub.

Chekhub offers powerful export capabilities for checklists, allowing users to easily export all checklists within an organization or focus on exporting individual checklists along with their associated data. Whether you’re conducting an audit, reviewing performance, or simply keeping records, Chekhub ensures you have the flexibility and control to get the information you need.

Exporting All Checklists Within Your Organization

If you need a comprehensive overview of all the checklists used across your organization, Chekhub allows you to export them in bulk. This feature is particularly useful for large-scale reviews, audits, or when generating a consolidated view of checklist usage across departments or projects.

*Only some role permissions allow users to export all of their checklists*

Steps to Export Multiple Checklists:

1. Access the Checklist Management Section:

   • Navigate to the "Checklists" module, located in the navigation bar on the left side of the screen.

2. Select Checklists:

   • Choose which checklists you would like to export, or simply locate the export buttons in the bottom right of the checklist preview pane and choose  the format you wish to export the table in: 
     
     • CSV for data analysis or import into other tools.
     • Excel for a detailed, editable report.
     • JSON for use in programming environments or API integrations.
     • Print to directly print a hard copy or save as a PDF via your printer settings.

3. Download and Review:

   • You can use the column filter feature to make sure you are only exporting the information that is more important to you.
   • Once the export is complete, download the file and review it. You now have a comprehensive record of checklists in your organization.

Exporting a Singular Checklist

In cases where you only need to export an individual checklist, Chekhub allows you to export not just the checklist itself, but also all details including duration, log history, tickets, PMs associated with it. This ensures that you capture the full context and history related to that specific checklist.

1. Navigate to the Specific Checklist:

   • From the "Checklists" module landing page, locate the checklist you wish to export. You can search, filter, or navigate through the checklist categories to quickly find the checklist.

2. Export Associated Log History, Tickets, and PMs:

   • The process to export tickets, PMs and the logs history for a checklist is the same. Navigate to the table you wish to export, filter out any columns you wish to be removed and then choose the format you want to download with.

1. Download and Save:

   • Once the export is complete, download the file. The exported document will provide a detailed record of the checklist and its associated data.

Why Exporting Checklists and Associated Data is Valuable:

• Audit and Compliance: Exporting checklists, logs, and associated data ensures that you can provide clear evidence of tasks completed, maintenance rounds performed, and billable work associated with the checklist. This is critical for compliance in many industries.

• Performance Tracking: Having access to all checklist-related logs and tickets allows managers to checklist performance, and improve processes.

• Documentation and Reporting: Exporting checklists and their associated data helps you maintain detailed records for future reference, reporting to stakeholders, or when conducting project reviews.

By taking advantage of Chekhub's robust export capabilities, you ensure that all checklist-related data is readily available, whether for an entire organization or a singular task.