Merlin – Importing a checklist

Merlin is very powerful and sophisticated piece of project management software on MacOS X. It allows not only to attach checklist elements onto your projects, activities, activity groups or resources, but also supports  importing such lists created and saved by other applications. To import a checklist into your project just follow the next simple steps:

  1. Ask for a checklist saved in .opml format.
  2. Create a checklist element in your project; enable the display of elements area and add a new checklist element.
  3. Use the elements inspector and press the ‘import’ button.
  4. Select the .opml file with the checklist and you are done.

Wanting to forward  your checklist entries to someone not having Merlin? Simply use the export button and save in an .opml format, which can be opened by outline software.

You would like to transfer checklists from one project to another and wonder whether there is an easier way than export/import? Of course, just select the element in the elements area, copy, open your target project, select a position onto which you would like to checklist to get attached and paste.

Need a report of your currently selected checklist? Just click onto the ‘report’ button and see Merlin  creating the desired report containing just the selection.

You may want to watch the relevant video on YouTube.