Project List can be included in multiple stages of the project workflow allowing you to select the items as the project progress.


Exporting information in the Project List object

  • You can export information available in Project List object directly to PDF, Microsoft Word or Microsoft Excel files by clicking on the Export icon on the top toolbar.
  • Upon clicking the ‘Export’ icon, you will see a preview of information within the respective object on a new browser tab.
  • Click on ‘Export dropdown menu’ icon and select the preferred export format from the menu to download the file in the selected format.