Importing An Existing Checklist

Last updated: October 22, 2024

Overview

Numeric makes it easy to get started in just a few clicks! Whether you're onboarding for the first time or just adding a bulk of new tasks to an existing workspace, our Importer makes it easy to upload items from an existing CSV or Excel file.

This detailed guide will walk you through all the 3 requisite steps to import:

  1. Invite your team

  2. Prepare your CSV or Excel file

  3. Visit your Template and click Import

Note: Imports apply to your Template, the blueprint that is used to generate tasks upon opening your next close period. Imported Checklists will not create tasks in any currently open periods.

Invite your team

The first step to importing a new checklist is to invite your team. Head into Settings > Team and make sure you've added every email address you want to assign a task to within your upload.

Prepare your CSV or Excel file

  1. Download our sample CSV file here

  2. Add your tasks, following the example rows in the file

  3. Save your file as a CSV or Excel doc

Key Reminders

  1. The first three columns are required: Category, Task Name, and Frequency

  2. Task Names must be 350 characters or less.

  3. The due date columns accept a business day offset as the input, -20 to 25

  4. In the Preparer / Reviewer columns, use the email address of the user you'd like to assign the task to

    1. A task must have an email address in the preparer/reviewer columns in order to have a due date set the importer

      1. If you're not certain yet who to assign a task to, consider using your own email address to import it with a due date. Then, you can bulk re-assign them later from the Template later.

  5. Don't worry if a category you reference in the file does not yet exist, it will be created automatically when importing

  6. Task types are optional, if no type is specified, it will be set as a Task (as opposed to Journal Entry).

  7. To specify a task as a subtask, in its Parent Task column, specify the name of its desired parent task. Tasks cannot be subtasks of other subtasks.

Visit your Template and click Import

  1. From your Checklist, click the 3-dot "more" menu in the top right and select Manage Template
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  2. From the Template, click Import on the top right of the page
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  3. Drag & drop your prepared CSV or Excel file and follow the import flow
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  4. You're all set! You should see your new tasks populate your Template as soon as the flow completes. Reach out to us via Slack or at support@numeric.io if you run into any issues!