This download option allows you to share checklists with managers and admins and provides an easy option to backups checklists.
Navigate to Checklist Templates
Admins can download checklist templates as CSV spreadsheets for offline sharing or collaboration with managers, brokers and other admins.
1. Click [ADMIN/SETTINGS] to access the Admin page.
2. Click [CHECKLIST TEMPLATES] from the left menu.
1. For the template you’d like to download, click the [GEAR ICON] then [DOWNLOAD TEMPLATE].
2. Specify where you’d like to save the downloaded file on your computer, then click [SAVE].