Help center › Setup
Bring in your own checklists
Already have checklists on paper, in Word, Excel or Google Sheets? You don't have to retype them.
Import it yourself (free)
- On the Checklists page, tap Add checklist → Import my own (free).
- Paste your list, one task per line, or tap Or upload a file.
- Check the preview, fix anything, name the checklist, and tap Create checklist.
What it understands:
- Files: Excel (.xlsx, .xls), CSV, Word (.docx) and plain text. From Google Sheets or Docs, use File → Download first.
- Sections: a line on its own that ends with a colon, is in ALL CAPS, or is a Word heading starts a new section. OPENING (by 8 AM) also sets the section's due time.
- Tasks: bullets, numbers and checkboxes are cleaned off automatically.
- Readings: a task like Pool chlorine 2-4 ppm or Walk-in cooler 33-41 °F becomes a reading with that range.
- Spreadsheet columns: use headers like Section, Task, Type, Due, Min, Max, Unit and Spanish if you have them. Without headers, the first column is the task (or section and task if there are two columns).
In the preview you can change any line between Task, Reading and Heading, add or remove tasks and sections, and set due times. You can change everything later in Edit tasks.
Imported checklists cost the same as any other checklist, and only while they're turned on.
Have us build it ($50 one time)
Got a PDF, a photo of a clipboard sheet, or handwritten notes? Tap Add checklist → Have us build it, attach up to 6 files, add any notes (due times, readings, who does it), and choose Add Spanish wording too if you want it. Pay $50 by card and we set it up in your account, usually within 2 business days. We email you when it's ready.