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Operations > Master Task List, Checklists
Importing a Master Task List
Modified on: Fri, 10 Jun , 2022 | 02:45 PM
This functionality is only available for franchisors.
- Navigate to Operations on the left-hand menu.
- Select Master Task List.
- From this page you have the option add a series of tasks at one time using the import function.
- Click the green add import button in the upper right-hand corner.
- Be sure to download the csv file and complete all fields in the spreadsheet.
- Save the spreadsheet and come back into FranchiseSoft.
- Click the blue select file button on the import window and then click submit.
- This will allow you to preview your master task list data before you import the list.
- If there aren't any errors in your data, they will appear in the far-right hand column. You will need to correct any errors in the spreadsheet and then repeat the selection and submission process before this file can be imported into FranchiseSoft.
- If your preview of the data is correct you can select the green submit button in the bottom right-hand corner and this will import your master task list.
If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance.
If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.