After you finish the checklist or whenever you want to send a report of the activities, export the checklist.
If you want to export only the tasks that meet a certain criteria, filter or search for the tasks before exporting the checklist. At least one task must be available in the filtered view.
NOTES:
Links to files and folders that were added to tasks are preserved, that is, users can link the links in the exported files to open the file or folder in iManage Work.
If a checklist has more than 1000 tasks, a message appears informing that it can't be exported.
Select More options
and one of the following options: Export to Word
Export to CSV
Export to Tracker JSON - this is .tracker file that you can use to create another checklist. Refer to Importing tasks from a Tracker JSON file.
(Optional) Change the:
file name, which is the name of the matter by default, in the Save As field.
location for saving the file by navigating to it.
Select Save. The file is saved to the specified location.