Running Multiple Checklists

This is a great feature for anyone needing to run lots of checklists in one go, from a particular template.

Not only can you quickly create a batch of new checklists, you can add a checklist assignee, a checklist due date, and also fill out form field data within your checklists, which is where this feature becomes really powerful.

You can use form field data to dynamically assign users to tasks, trigger conditional logic to show or hide tasks and content, or trigger dynamic due dates.

Running multiple checklists in this way not only saves you heaps of time, but also reduces data entry error, and allows you to collaborate on processes with however many users or departments you need.

Example use cases

  • Creating tenant move-out checklists with your property managers, tenants, and/or maintenance team assigned to the relevant tasks within the checklist.
  • Creating support ticket checklists and assigning them to each of your support team members, with conditional logic showing the type of support your customers are looking for.
  • Creating customer onboarding checklists for your CS team, with each person assigned to their own checklists and dynamic due dates set for key deadlines in the process.
  • Creating lead qualification checklists for your sales team with the contact details and initial call date with the customer pre-filled.
  • Creating project checklists for groups of students, with different teachers or coaches assigned to the approval task in each one.

Users: Admins and Members with “Can edit and run”, “Can view and run” or “Can view own and run” permission can run multiple checklists from CSV.

How can I run multiple checklists?

First things first, you’re going to need to head to the template you’d like to run multiple checklists from. Click your template’s name to open it in view mode.

In the right-hand template menu, click “more options” and then “run multiple checklists”. Download the example CSV file shown, and add that into your spreadsheet. You can use Google Sheets or Excel for this.

The CSV contains all of that specific template’s form fields, as well as fields for checklist name, checklist due date, and the checklist assignee’s email address.

Your CSV must include a header row, which you will see once you’ve added it to your sheet. Enter all your data below the header row.

Checklist due dates, where used, must be formatted and must include a time, in ISO format YYYY-MM-DD hh:mm, for example, 2021-04-10 19:00.

Form field due dates do not have to have the time included, these could also be left blank depending on your use case.

Note: If you are using task assignees instead of checklist assignees, or task due dates instead of checklist due dates, you can leave these fields blank.

Download and import your CSV file

Next, you need to download or save your completed sheet as a CSV and upload it to Process Street, as shown below.

Click “refresh logs” to see that your upload has been successful and head to your checklist dashboard to see your new checklists.

If any checklists have been assigned to you, you will also see these in your Process Street Inbox.


 

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