How do I upload checklists from the spreadsheet template?
You can use our spreadsheet template to easily upload checklists into the system.
- Download the Clean Smarts Onboarding Template.
- The template has some data that you can look at as an example. After seeing how the data should be formatted, you should delete all data below the green headings from the Checklists tab and all other tabs.
- On the Checklists tab, list the names of the checklists going down the rows of the first column. To the right of the checklist name, enter the description of the tasks. You can use as many columns as you need.
- Go to Admin > Company Settings. Upload the file under the "Import Data from Excel Template" section. The result of the upload will show at the bottom of the Company Settings screen after it's completed.