The following instructions will help set up and send CURRENT and PAST information to be uploaded into a new or existing account. This is available for: Rocks, To-do's, Issues, and Measurables.
If you would like us to load information:
- Set up the excel sheets according to the templates.
- Email us the templates.
- Invite firstname.lastname@example.org to your account as an admin.
That's it! We should be able to have it uploaded within the day!
1. Data Set Up
Linked here is the excel template. Download it and enter data into the appropriate tab(s).
- Multiple teams? Create a tab for each teams info and label the tab accordingly. (Example: Leadership: To-dos & Marketing: To-dos)
- Be sure each team member you have assigned an item to is on the team we are uploading.
- Required information has a red header.
- Entering an archived date will automatically put that item in the archives.
- The ID field on issues is simply to number each one.
- If you wish to put your measurable on multiple Scorecards, only add it to the upload once and then when it is in the system put it on other Scorecards
2. Email the Templates
Send the completed sheets to email@example.com or via the online chat, and include the team you would like the content uploaded for (if there are multiple). We will verify the data to ask any clarifying questions.
3. Invite us to your Account
With the completed information, now we just need permission to enter the data. Invite firstname.lastname@example.org as a user to your account with the role of Admin. We will remove this user when we are done!
Reach out via chat or email with questions!