How can I import checklist templates with attachments?

To import checklist templates, you need a JSON file. File attachments such as images, videos, and PDFs are not imported automatically and must be added separately. Below we explain this process using the "Updated hygiene checks" checklist, which was created in response to the spread of COVID-19.

Checklist: Updated hygiene checks

You can find the JSON file including attachments here: Updated hygiene checks

Contents: Checklist template with seven tasks

• Check soap and disinfectant supplies
• Clean contact points
• Clean card payment terminals
• Door check
• Check cleaning product inventory
• Info: How to protect yourself from infectious diseases
• Info: Frequently asked questions about Coronavirus (COVID-19)

Checklist: Crisis management

Here you can find the "Crisis management" checklist for regularly reviewing your internal crisis structures: Crisis management checklist (JSON)

Contents: Checklist template with four tasks:

• Risk analysis & accessibility of action plans
• Review contact details
• Functional crisis team
• Reporting obligation or not?

Import instructions

Step 1: Import the JSON file

1. Download and unzip the ZIP file
2. Log in to your flowtify Dashboard
3. Go to "Checklist templates"
4. Click "Import"
5. Select the JSON file
6. Follow the on-screen instructions

Step 2: Add attachments

1. Open the imported checklist template
2. Open individual task templates by clicking the task heading
3. Select "Add file" and choose the corresponding files from your computer. For the "Updated hygiene checks" example:
   • Assign the PDF to the "Clean contact points" task
   • Assign the two JPG files to the "How to protect yourself" task
   • Assign the MP4 files to the "FAQ about Coronavirus" task
4. Save the task template and then the checklist template

Step 3: Duplicate and customize the checklist template

1. Go to "Checklist templates" to see the list of all templates
2. Click the "Duplicate" button next to the template title
3. Rename the duplicate (e.g. "evening", "afternoon"), adjust the times, and save

You can now publish and install the templates in your stores as usual.