Sign in to iManage Work and browse to the matter for which you want to create a checklist and select from the toolbar, or select iManage Tracker from the kebab menu for the matter while in the matters list.
Select Import task > Import from existing Tracker checklist.
Figure: Importing from an existing checklist
Scroll through the left pane and select a matter or use the search field.
A preview of the checklist is displayed.
Depending on the type of information you want to import, select one of the following:
Columns and tasks
When available, select the Include data check box to import data for the rows in a particular column—for example, the files and notes for the tasks in the existing checklist.
iManage Tracker starts the import process. When done, the data from the selected checklist is added to the new checklist that's created.