How to add & upload templates

Navigate to Templates

Click Templates in the left sidebar. You'll find a bank of standardised Safer Food Better Business templates available to download from the template library.

Create a Template from Scratch

Click Add Template in the top right. Give it a name, add a description, and select the sites you want it available at. Add checklist items by typing and pressing Enter, or click Add after each item.

Upload from CSV

If you have existing checklists ready, click Upload checklist from Excel and select your CSV file. Once you're happy with the template, click Submit.

The template can now be used when creating tasks at the assigned sites.