User Experience

Updates to import templates

In this release, we updated the following import templates.

Import template Product area Change description

Checklists

 Company We removed the LOCATION_ID field to align these templates with other imports, ensuring a more consistent experience. To import checklists or checklist assignments into a specific entity, switch to that entity before importing.
Checklist assignments

Requirements

Subscription Company
User type Business
Permissions

Company

  • Company Setup Checklist: Run

  • Checklists: List, View, Add, Edit

  • Assignments: List, View, Add, Edit