Check Lists allow you to quickly reuse specific Task Items in work orders. Most commonly, these are used for inspections where you have a list of subtasks or checklist items that you’d like to include as part of a work order.
You can import your checklists in bulk. Once you have set up your checklists in UpKeep, you might have a lot of tasks that you need to create. If so, you can quickly add these tasks into your checklists by importing them as well!
With UpKeep, you will be able to:
Import new checklists and tasks at the same time
Import new tasks to existing checklists
This article explains how to first create checklists by importing them. Then how to import the tasks to your checklists!
Please Note** File size is limited to 10MB and names MUST be unique.
How to Import Checklists
NOTE: If you are creating a new checklist with multiple tasks, be sure to have the exact same Checklist name (Column B). Check the guide below for additional notes!
Download the sample template for Importing Checklists (and Checklist tasks)
Open the CSV in Excel or Google Sheets
Do not add, change, or remove any of the Column Headers in Row 1
Start adding your data/information in Row 2 (you can overwrite/remove the sample data!)
Once your data is filled out, save your CSV!
Upload the CSV!
How to Import Tasks
The sample template for Checklist tasks is the same template that is used for Checklists. The instructions are the same, which you can refer to below:
NOTE: If you are adding tasks to existing checklists, you will need the Checklist ID.
Download the sample template for Importing Checklist Tasks
Open the CSV in Excel or Google Sheets
Do not add, change, or remove any Column Headers in Row 1
Start adding your data/information in Row 2
Once your data is filled out, save your CSV!
Upload the CSV!
If you have included the Checklist ID, you can leave Columns B-E blank! UpKeep will auto-assign the rest of the details so you only need to complete fields for the checklist tasks.
TIP: The maximum amount of rows you can import at one time is 200.
Guide
NOTE: The ID refers to a unique, UpKeep assigned ID. You can find each 10-character ID in the URL when clicking into the location/asset/part/etc. All IDs can also be found when exporting each data set in Column A of the CSV!
Column Header | Example Entry | Acceptable Values/Notes |
A – Checklist Id | P4p0cSNLrF | This is the 10-character unique ID of the checklist to which the form item is to be added.
|
B – Checklist Name | Inspection Checklist | Title of your Checklist
|
C – Checklist Description | Check Perimeter | A description of the purpose of the checklist |
D – TaskID | q0p1cSNLrG | The ID of this specific Task
|
E – Task Name | What is the Condition of the Engine? | Task name or task title |
F – Task Type | MULTIPLE_CHOICE |
NOTE: Checklist is also known as Inspection Check task (Pass/Fail/Flag) |
G – Multiple Choice Options | good,fair,bad | If you select Multiple Choice for your form type, enter each option separated by a comma (,)
|
H – Assigned Meter Name | Temp 1 | The Name of the Meter assigned to the Meter Task Type
|
I – Assigned Asset ID | p3p12SNLdG | The ID of the Asset Assigned to this task item |
J – Assigned User Email | The email of the user assigned to this task |