Importing checklist templates

Checklist templates will ensure a more efficient and streamlined use within your organization. You can create as many templates as you like in Moment.

Import checklist templates from excel

You can import any checklists you might already have into Moment. In order to do this, you need to download our checklist template. You can find the template under Quality > Template checklists:

The file itself can be altered so you can add the data you need. Leave the column names the same, but change the content:

The sheets "Checklist and Checklist Items" contain the necessary templates to import what you need.

Once you have done the changes you need, save the file. This can be imported in two ways. One can be easily found under Quality > Quality Checklist

The other way you can import is to go to Setup > Tools in here you can scroll to the bottom left corner of the screen and you will be able to import checklists, it works the same way as the method described above:

Once the import is successful, check Quality > checklists, and the checklist you imported should be there.