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Print/Save a List of Items as a PDF

When working with an Item List anywhere in KaiNexus you have the ability to PDF your Item List in any view type.

 

Where can I PDF an Item List from?

Item Lists can be found in several places within KaiNexus and thus can be exported from:

  • From within the Lists section Lists_section.png

  • From within an Item List Card on a Board

  • From within an Item’s nested Item List section



How to save a List of Items in Detail View as a PDF?

To export a list of Items as a PDF, navigate to the list that you wish to PDF, then:

  • Click Ellipses.pngnear the top right of the list.

  • In the resulting drop-down menu, hover over the ExportButton.png option.

  • In the resulting sub-menu, click the Print_Save_PDF.png.

PDFDetailView.jpg

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on the PDF. This is useful if you will be sharing the document with people who should not see any information relating to private Items.

  • When you’re ready, click Print.png.

PrintWindownoColumns.jpg



How to save a List of Items in List View as a PDF?

To export a list of Items as a PDF, navigate to the list that you wish to PDF, then:

  • Click Ellipses.pngnear the top right of the list.

  • In the resulting drop-down menu, hover over the ExportButton.png option.

  • In the resulting sub-menu, click the Print_Save_PDF.png.

PDFListView.jpg

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on the PDF. This is useful if you will be sharing the document with people who should not see any information relating to private Items.

  • Check or uncheck the boxes next to the column headers to include or un-include them on the PDF.

  • When you’re ready, click Print.png.

PrintWindowwithColumns.jpg


How to save a List of Items in Tree View as a PDF?

To export a list of Items as a PDF, navigate to the list that you wish to PDF, then:

  • Click Ellipses.pngnear the top right of the list.

  • In the resulting drop-down menu, hover over the ExportButton.png option.

  • In the resulting sub-menu, click the Print_Save_PDF.png.

PDFTreeView.jpg

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on the PDF. This is useful if you will be sharing the document with people who should not see any information relating to private Items.

  • Check or uncheck the boxes next to the column headers to include or un-include them on the PDF.

  • When you’re ready, click Print.png.

PrintWindowwithColumns.jpg


How to save a List of Items in Kanban View as a PDF?

To export a list of Items as a PDF, navigate to the list that you wish to PDF, then:

  • Click Ellipses.pngnear the top right of the list.

  • In the resulting drop-down menu, hover over the ExportButton.png option.

  • In the resulting sub-menu, click the Print_Save_PDF.png.

PDFKanbanView.jpg

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on the PDF. This is useful if you will be sharing the document with people who should not see any information relating to private Items.

  • When you’re ready, click Print.png.

PrintWindownoColumns.jpg


How to save a List of Items in Gantt View as a PDF?

To export a list of Items as a PDF, navigate to the list that you wish to PDF, then:

  • Click Ellipses.pngnear the top right of the list.

  • In the resulting drop-down menu, hover over the ExportButton.png option.

  • In the resulting sub-menu, click the Print_Save_PDF.png.

PDFGanttView.jpg

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on the PDF. This is useful if you will be sharing the document with people who should not see any information relating to private Items.

  • When you’re ready, click Print.png.

PrintWindownoColumns.jpg

 

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