Download Checklist Templates as CSV Spreadsheet Files

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.

Download Templates

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].

The selected checklist template will be downloaded and saved in the location you specified on your computer.