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Operations > Master Task List, Checklists

Import an Onboarding Checklist

Modified on: Fri, 10 Jun , 2022 | 02:29 PM

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This functionality is only available for franchisors.

Please note: before you create an onboarding checklist you must already have master tasks in FranchiseSoft.

1. Navigate to Operations on the left-hand menu.
2. Select Onboarding Checklist.
3. On this screen select import from the upper right-hand corner.
4. On the onboarding checklist import screen click the green Download CSV button from the upper right-hand corner.
   
   
   
   
5. Open the spreadsheet and enter all tasks that you wish to add to this checklist. Please note these tasks must already be created on your master task list.
6. Enter all information on the spreadsheet making note of the mandatory fields marked with an asterisk.
7. All tasks on this checklist must have a unique sequence number.
8. Save the file when you are done making edits.
9. Back in franchise soft on the Onboarding Checklist Import page give this checklist a title.
10. Choose who this checklist is for either a corporate user or a franchisee
11. Click the blue select file button to choose the csv file to upload.
12. Click submit.
13. Your checklist will appear for preview.
14. If there are any errors, they will be noted in the right-hand column. You will not be able to import this list with errors you must go back and edit this spreadsheet if there are no errors, and you are happy with the checklist click the green submit button in the bottom right corner.
15. You have now successfully imported an onboarding checklist.

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.