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Room Explorer

A simple and direct way of checking a specific checklist item.

Ian Group avatar
Written by Ian Group
Updated over a week ago

The Room Explorer allows users with access to a specific checklist items to see, filter, and export those items across all rooms. This feature is available for Licensed Customers.

Room Explorer Dashboard Filters

Display what is relevant using Room Explorer's dashboard filters.

There are six types of filters you can use to specify what you need to see on the Room Explorer dashboard.

  • Status

  • Room

  • Type (type of checklist item)

  • Due Date

  • Access (Users with access)

  • Responsibility (Users with responsibility)

Room Explorer dashboard search bar

You can search for checklist items using the search bar located at the top of your Room Explorer page.

Room Explorer Export

On the Room Explorer page, you can export a CSV and XSLS file format containing a list of the checklist items that you have access to.

πŸ’‘ You can use multiple filters for Status, Room, and Due Date. Only one user for the Access or Responsibility filter, and can export based on the active filters.

  • Click the EXPORT button found in the top right corner of your screen.

  • Select what type of file format you want to export.

πŸ’‘ Pro Tip: Users can search for all Items, Documents, and Notes across all rooms on any ProDeal page using the Global Search.

Related Articles

Dashboard Search Bar - Find your desired room quickly and easily.

Checklist Search Bar - Search for a document and/or a checklist item within the room.

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