Importing & exporting

Written By Timothy Murenzi

Importing tasks Use the Import option in the search header to bring tasks in. If you use Walter's Add all suggestion, tasks are added in sequence reliably.

Exporting a Work Order (PDF)

  1. Choose Export from the search header.

  2. In the export modal, pick your options (your last preset is remembered).

  3. Generate a Work Order PDF of the project's tasks to print or send.

Public sharing vs. export: use a public link (Article 14) for a live view a client can revisit, and a Work Order PDF for a fixed snapshot to print or attach.