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Like with other imports, you'll need to download the import template, make a copy of it, and then fill it in. Follow the steps in the section below for help with this process.

This article is meant to be a resource to help you download and complete the import spreadsheet on your own. However, if at any point you have questions that aren't being answered by this article, don't hesitate to reach out to your implementation coach or account manager. They're here to help!

Importing Your Task Lists and Tasks into Sisu

  1. Use one of the following templates:

    • Custom template: If you've already imported your users, ask your implementation coach for a custom template. This template will allow you to select users from a drop-down list.

    • Excel template: Click here to download this template.

    • Google Sheets template: Click here to download this template. Make a copy of it once it's downloaded.

      Note. One way to make a copy of a Google Template is to open the template and go to File > Make a Copy. If the Make a Copy button is grayed out, check out this article in our Knowledge Base for some troubleshooting tips.

  2. Open your copy of the template, and enter in as much information as you can. If there's an asterisk in a column header, the column is required.

    Note. If you want an in-depth overview of the template, see the following section in this article called Quickly Understand the Task List Import Spreadsheet.

  3. When you're finished, save your changes.

  4. Reach out to your implementation coach, and they'll load everything into Sisu for you.

Quickly Understand the Task List Import Spreadsheet

Key Points

  • Start with the first tab (START HERE => Enter your Users)

  • The names of users in the START HERE tab must match those in Sisu

  • Use the Task List tab for the first task list you want to import; make copies of the Master List tab for each additional task list you want to import

  • Columns cannot be added, deleted, or hidden on this template

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.

Task List Spreadsheet Columns at a Glance

This section allows you to review at a glance each column of each tab in the spreadsheet.

START HERE Tab

  • Firstname – Must match name in Sisu

  • Lastname – Must match name in Sisu

Task List Tab- Gray Section (Columns A – D)

  • Task List Name – Make a tab for each individual Task List

  • List Description (optional)

  • Applies to Buyer/Seller – Select an option from the drop-down menu

Task List Tab- Orange Section (Columns F – O)

  • Task Name – There may be one or several tasks for each task list

  • Task Description (optional)

  • Task or Notification – Select an option from the drop-down menu

  • Assign task to role or assignee (only required for Tasks) – Select from drop-down

  • Task Trigger date – Using the drop-down, select which part (date) of the transaction process will cause this task or notification to happen in Sisu.

  • Days – Can be used to select when the task or notification happens in Sisu, a certain number of days before (negative number) or after (number) the Task Trigger date. To trigger for the day of the Task Trigger date, enter 0 or leave blank.

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