Project List can be included in multiple stages of the project workflow allowing you to select the items as the project progress.
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See how to configure this object under Project Workflows under this admin guide: Configuring Project Lists. |
Exporting Details
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.
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