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Tasks

Import a situational task list from a CSV file

Upload a spreadsheet of task names to build a situational list in one go, then edit anything you need on the review screen before you save.

September 28, 2026

The storm-recovery steps are already written down somewhere—an old spreadsheet, a printout taped inside the equipment room door. Upload the file and WashUp turns it into a situational list you can pull up the next time it rains.

What you'll need

  • Available on the Bundle plan, or on a Custom plan that includes Tasks.
  • Super Admins and Admins import task lists. Team Members can read the Task Library but not change it.
  • A .csv file of 5 MB or less, with no more than 500 rows.

Import the file

To import a situational task list:

  1. Select Tasks in the side menu, then Task Library.
  2. Select Create New List, then Situational List.
  3. Select Import a list.
  4. Select Download Template and fill in one task name per row under description.
  5. Drag the file onto the upload area, or select Upload it from your computer.
  6. Select Continue to Review.
  7. Check the tasks, name the list, then select Create Task List.

What goes in the file

The template has a single column, description, and two example rows. That's the only column you have to fill in.

A situational list has no schedule, so the frequency columns a routine list uses aren't read here. The columns that are read:

ColumnWhat it setsAccepted values
requires_notesWhether a note is needed to complete ittrue, false, yes, no, 1, 0
requires_photoWhether a photo is needed to complete ittrue, false, yes, no, 1, 0
admin_onlyHides the task from Team Memberstrue, false, yes, no, 1, 0
completion_window_startWhen the task's time frame opensHH:MM on a 24-hour clock
repeat_interval_hoursHours between repeats through the dayA whole number, 1 to 24
Good to know
  • A situational list brought in by CSV creates its tasks straight away, so they show on the Tasks page. A list built by hand creates nothing until someone imports it from One-Time.
  • A row whose task name starts with # is treated as a comment and skipped.
  • A column WashUp doesn't recognise is a warning, not an error. It's listed in Import warnings: at the top of the review screen and then ignored.

Common questions

Can I undo this?

No. Every import creates a new list. Delete the one you didn't want.

Who can do this?

Only Admins and Super Admins can import. Anyone at the location can then put the list to work.

Does this affect my other locations?

No. The list lands at the location you're in. Duplicate it to use it elsewhere.

Related articles

Create a situational task listImport a routine task list from a CSV fileRoutine vs situational task lists

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