Ability to print
complete
Simone Rosengren
We have clients who are audited and at times request evidence of checklists that have been reviewed. We have these in excel so we can provide them with copies, but it would be great if we could just print off an XBert task that shows all of the subtasks ticked, and maybe even the audit trail!
S
Sunniva Andersen
complete
Thanks for the suggestion - this is now possible using our export options. You can export task data including subtasks and status to support audit requests.
Here’s how to get started: https://support.xbert.io/en/articles/11595398-how-to-export-client-information. Hope this makes things easier! :)