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Importing or adding questions to a checklist via Excel is a convenient way to add bulk questions and response types. This feature is especially useful when you have your checklist/questions in an Excel file and prefer not to add them individually

  1. Log in to the web app.
  2. Access ‘Checklist‘ from the left-hand menu.
  3. Click on ‘+Create or Edit Checklist‘ from the options menu.
  4. At the top right, next to ‘Publish,’ click on the upload option with an Excel icon.
  5. You will land on the ‘Upload Excel‘ page with instructions to upload an Excel file.
  6. Click on the ‘Excel Template‘ to download the Excel template.
  7. Once the Excel Template is downloaded, you can see every individual page of the checklist as a separate sheet in Excel.
  8. Column A is by default for ‘Section,’ and the next column for ‘Title”/ Question.
  9. The Excel format will follow the format of the selected ‘Question format’ page.
  10. Copy-paste all questions in the ‘Question’ column and select the answer format in the ‘Answer’ column.
  11. Once your Excel is ready, click on “Upload Excel” on the ‘Upload Excel’ page on the web.
  12. Upload the Excel sheet.
  13. In case of an error, the system will highlight that there is an error in the file format.
  14. Once uploaded, there is a ‘Preview’ and ‘Continue’ option to preview the uploaded questions.
  15. Answers can be edited through the preview, and then continue.
  16. Once saved, the questions will be updated into the checklist.
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