If you have checklists that have been created and used elsewhere. Whether it be in Excel, Google docs, CSV file or on virtual notepad, you can simply copy and paste the checklist into Intuit Practice Management powered by Karbon.

You can even copy tasks from an email or pdf.  Just select the data you wish to copy, perform a copy function (Command+C or Ctrl+C), select an empty task list item row within Intuit Practice Management, and do a paste function (Command+V or Ctrl+V). You will have the option to create one task or create a task for each line. Choose Split and your tasklist will be created.

Note that you will need to later add descriptions, to-do date, and end dates if you one by one.

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