These instructions will help format your CURRENT and PAST information so our team can upload it into your new (or existing) account.

This upload service is available for Rocks, To-do's, Issues, and Measurables. We can also upload your VTO and Accountability Chart, but we don't need those in a specific format.

If you would like us to load information:

  1. Set up the spreadsheets using these templates.

  2. Email the templates AND names/emails of team members to invite (please also specify the email address which would be best to receive account/billing information for the future).

We should have it uploaded in less than 72 hours once we have received all the information (this depends on the amount of content we need to transfer or any special requests).

Here's some more detail on those two steps:

1. Data Set-Up

Linked here are the templates you'll need. Download the spreadsheet and enter data into the appropriate tab(s).

  • Do you have multiple teams?

    • Create a tab for each team's 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 INVITED and on the team to whom we are uploading the data.

  • Required information has a red header.

  • Entering an archived date will automatically put that item in the archives.

  • The ID field on Issues is only to number each one.  

  • If you wish to put your Measurable on multiple Scorecards, only add it to the template once.

    • You can easily add it to multiple Scorecards when it is in the system.

  • Adding/Inviting People: You can provide names and emails of each person so we can add them to your Accountability Chart, PLUS let us know if they should be an active user (meaning they can be assigned content and are a paid user).

    • Note: Let us know if we should not email the invites to activate users right away. You can let us know this on the directory tab of the spreadsheet.

2. Email the Templates

Send the completed sheets to 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. Please include a list of users to invite if you have not invited them.

Are you uploading content from software like Trello, Asana or Traction Tools?

Please reach out via chat if you have any questions!

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