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