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Checklist

To import a checklist using the import tool involves the use of a template. The template file, an Excel file, consists of two tabs. Each file contains one checklist.

Template file

Sheets

  • Checklist The checklist sheet contains the data to create the checklist itself.
  • Checklist Items The checklist items sheet contains the various items found in the checklist.

Description

Columns with name in bold are required

Checklist

Col
Name
Description
A
Responsible User Email
The email for the employee that is responsible for the checklist
B
Project Number
Project number the checklist is to be related to.
C
Project Extension Name
Name of the activity the checklist is to be related to.
D
Task Number
Number for the task the checklist is to be related to.
E
Is Template
true/false
F
Is Public
true/false
G
Title
Title of the checklist
H
Description
I
Is Control Column Visible
true/false
J
Drawing

Checklist Items

Col
Name
Description
A
Completed by User Email
B
Controlled by User Email
C
Name
Name of item in the checklist
D
Documentation
E
Comment
F
Checklist Item Id
Unique ID number for each item
G
Reference
H
Item Completed
true/false
I
Last Changed Item Completed
J
Item Controlled
true/false
K
Last Changes Item Controlled
L
Is Separator
true/false