How do I import a checklist template? (2024.08)
Connect has checklist templates for the checklists that are frequently used in Connect applications. The checklist template, also known as a master checklist template, includes the default steps to complete a task or process. Importing a checklist template will add the checklist to your available checklists list, which you can add to My View.
This feature is available in the 2024.08 release.
Checklist templates by application
Accounts Payable
-
Accounts Payable - PO & Requisition [Master]
-
Accounts Payable [Master]
-
Accounts Payable Direct Pay [Master]
Accounts Receivable
-
Accounts Receivable [Master]
Animal License
-
Animal License [Master]
Asset Management
-
Asset Management [Master]
-
Asset Management Year End [Master]
Backflow Management
-
Backflow Management [Master]
Business License
-
Business License [Master]
Business Tax Collection
-
Business Tax Collection [Master]
Cash Receipting
-
Cash Receipting [Master]
-
Cash Receipting w/XBP (Xpress Bill Pay) [Master]
Cemetery Management
-
Cemetery [Master]
Check on Demand
-
Check on Demand [Master]
Community Development
-
Community Development [Master]
Court Management
-
Court Management [Master]
General Ledger
-
General Ledger [Master]
-
General Ledger Year End [Master]
Human Resources
-
Human Resources [Master]
Maintenance Orders
-
Maintenance Orders [Master]
Materials Management
-
Materials Management [Master]
-
Materials Management Year End [Master]
Payroll
-
Payroll [Master]
-
Payroll - TKOLNP (Timekeeping Online NatPay) [Master]
-
Payroll - Year End [Master]
Project Accounting
-
Project Accounting [Master]
-
Project Accounting Year End [Master]
Property Improvements
-
Property Improvements [Master]
-
Property Improvements - New District [Master]
Property Tax Collection
-
Property Tax Collection [Master]
Timekeeping
-
Timekeeping [Master]
Utility Management
-
Energy Assistance [Master]
-
Utility Management [Master]
-
Utility Managment w/XBP (Xpress Bill Pay) [Master]
-
Utility Tax Certification [Master]
-
Water Stock [Master]
Importing a checklist template
1. Open Manage Checklists.
2. Click the New menu, and then select Import a Checklist Template.
3. Set up the options in the Import Checklist Template window.
4. Click OK.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I import a checklist template? (2024.02)
A checklist template is a checklist that someone sends to you to import and use in Connect. A checklist template is different from a shared checklist because you have ownership of the checklist so you can make changes to the checklist that will not ...How do I import a checklist template? (2024.02)
A checklist template is a checklist that someone sends to you to import and use in Connect. A checklist template is different from a shared checklist because you have ownership of the checklist so you can make changes to the checklist that will not ...How do I import a checklist?
You can save checklists in a format other users can open in Connect applications and you can open checklists created by other users running Connect applications. For example, customer service may create and send a checklist for year-end tasks to ...How do I import a checklist? (2024.08)
You can save checklists in a format other users can open in Connect applications and you can open checklists created by other users running Connect applications. For example, customer service may create and send a checklist for year-end tasks to ...Checklists, Shared Checklists, Checklist Templates. What's the difference?
Checklists, also known as steps checklists, are task-based to do lists to help you use Connect applications. When your data is migrated to Connect, the implementation team can help you set up a custom checklist for your organization. As you use ...