Import Checklist Types

Importing checklist lets you use checklists across different projects.

Import a checklist

Summary: Import a checklist when a checklist you want to use already exists in another project, so you do not have to recreate it.

  1. In the Checklist register, click Actions, and then select Import checklist types from project.

  2. From the Project drop-down menu, select the project the checklist was created in.

  1. Select the Checklist Type IDs you want to import.

  2. Optionally enter the ID and title that you want to use in the import in the Import as ID and Import as Title fields, respectively. If the fields are blank, Document uses the original ID or title.

  3. Click Import.

  • Imported Checklist types by default are not published.

  • Projects listed are ones added to your profile.

  • You must have Company security level to see the checklists to import.