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Import or export checklist templates

Import or export your checklist templates to or from another Field project.

Export checklist templates

  1. Click Settings.
  2. Under Checklists, click Checklist templates.
  3. Click the Export Templates button.
  1. Save the .templates file to your computer.

Import checklist templates

You can import a batch of Field checklist templates when you start a new Field project, to make the checklist setup easy.

Keep in mind that this is a one-off import. Any subsequent changes that the owner of the checklists makes to them will not flow through to your project.

To import checklist templates, you’ll need to have saved to your computer a .templates file that has been sent to you by another Field administrator, or that you’ve exported yourself from another project.

  1. Log into Field Manager and click Settings.
  2. Select the project into which you want to import the checklist templates.
  3. Under Checklists, click Checklist templates.
  4. Click the Import templates button. Remember, once you do this, this button will no longer be available as checklist import is a one-off event.
  5. Find the .templates file that your collaborator sent you.
  6. Click OK.
  7. The checklists appear in your Checklist templates list.

From this point, you can send the .templates file to collaborators in other organizations, or on other Field projects, to save you having to re-enter each template item by item.

Any feedback?

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