Importing Old Checklist Projects
If you have existing Checklist projects in the old system, you can batch import them into the new system.
Import Steps
- Go to the Projects page and click the Import button
- Select the target company from the dropdown
- Click Load Preview to load the list of old projects for that company
- Select the projects you want to import from the preview list
- New (green) — can be imported
- Exists (gray) — already imported, cannot be selected again
- Click Import to start the import
- Wait for the import to finish and review the results
What Gets Imported
The system automatically migrates the following data:
| Content | Description |
|---|---|
| Project info | Name, contract number, product name, country, device type, risk level |
| Task list | All tasks under the project and their current statuses (Pending / Submitted / Completed) |
| Task files | Files associated with tasks are automatically copied from the old system |
Import Results
After the import completes, the system displays detailed statistics:
- Success: Number of successfully imported projects, with task and file counts for each
- Skipped: Projects that already exist (will not be duplicated)
- Failed: Projects that encountered errors, with error details
Click View Imported Projects to navigate to the project list and view your imported projects.
Important Notes
- No duplicates: Already imported projects are marked as Exists and will be automatically skipped
- No Checklist template link: Imported projects come from the old system and are not linked to Checklist templates in the new system. To use the new template workflow, create a new project instead
- Activity logs not migrated: Historical operation logs from the old system are not transferred
- Company must exist: Ensure the corresponding company has been created in the new system before importing
Working with Imported Projects
After import, you can continue managing these projects in the new system:
- Go to the Projects page and find the imported project
- Click the project name to view details
- View and work on tasks in the Tasks section
- Upload files, add comments, and update task statuses
See Project Workflow for detailed instructions.