--- title: How to create a Company-Level Inspection Template description: Learn how to create an inspection template by adding questions manually or importing from a CSV file. --- [Skip to content](https://help.cleantasker.com/en/knowledge/how-to-create-an-inspection-template#main-content) English Show submenu for translations [Need more help?](https://help.cleantasker.com/en/knowledge/kb-tickets/new?hsLang=en) [![](https://help.cleantasker.com/hs-fs/hubfs/cleantasker-logo-blue-resize-1.png?width=252&height=63&name=cleantasker-logo-blue-resize-1.png)](https://help.cleantasker.com/en/knowledge?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Need more help?](https://help.cleantasker.com/en/knowledge/kb-tickets/new) - [Contact us](mailto:support@cleantasker.com) [Contact us](mailto:support@cleantasker.com) How can we help you? - There are no suggestions because the search field is empty. 1. [CleanTasker](https://help.cleantasker.com/en/knowledge?hsLang=en) 2. [Managers](https://help.cleantasker.com/en/knowledge/managers?hsLang=en) 3. [Inspection Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#inspection-management) # How to create a Company-Level Inspection Template ## Learn how to create an inspection template using two different methods. You can either build a template manually by adding questions, or import a template in bulk using a CSV file. This article covers how to: - [Create an Inspection Template Manually](https://help.cleantasker.com/en/knowledge/how-to-create-an-inspection-template#Option_one) - [Create an Inspection Template via CSV Import](https://help.cleantasker.com/en/knowledge/how-to-create-an-inspection-template#Option_two)  #### What are Company Templates? Company Templates are general inspection templates that can be used across multiple sites. They are **not scheduled**. Managers can access and complete these inspections at any time when they are on-site. Check out [How to create a Site Inspection Template](https://help.cleantasker.com/en/knowledge/how-to-create-an-inspection-template-0?hsLang=en) if you require inspection scheduling. ### How to Access Company Templates From the homepage, click the **Settings** (gear icon) in the top-right corner. From the left-hand menu, select **Inspection Templates**, then click on the **Company Templates** tab. ![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Apr-15-2026-12-29-16-9636-AM.png?width=670&height=361&name=image-png-Apr-15-2026-12-29-16-9636-AM.png) There are two ways to create an inspection template. ### Option 1: Create an Inspection Template Manually 1. Click **Create Inspection Template**. ![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Apr-15-2026-12-29-42-2950-AM.png?width=670&height=361&name=image-png-Apr-15-2026-12-29-42-2950-AM.png) 2. Enter the required details: 1. Title 2. Description 3. Click **Save** to create the inspection. 4. In the Inspections window, begin building the template by adding questions: 1. Click **Add Question** 2. Enter the question 3. Select the appropriate question type from the drop-down menu 4. Click **Save** 5. To organise the template into groups: 1. Click **Add Group** 2. Move the desired questions into the group by dragging and dropping ![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Apr-15-2026-12-37-29-6685-AM.png?width=670&height=223&name=image-png-Apr-15-2026-12-37-29-6685-AM.png) ### Option 2: Create an Inspection Template via CSV Import 1. Click **Import Tasks** and select **Import from CSV file** from the drop-down. ![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Apr-15-2026-12-39-51-4427-AM.png?width=670&height=330&name=image-png-Apr-15-2026-12-39-51-4427-AM.png) 2. On the Inspection Template Import page, upload your CSV file. ![](https://help.cleantasker.com/hs-fs/hubfs/Screenshot%202026-04-14%20165746-png.png?width=670&height=488&name=Screenshot%202026-04-14%20165746-png.png) **Note:** Do not select a site if you want to create a company-level template (this allows the template to be used across all sites). 3. Preview the questions to be imported: 1. Deselect any questions you do not want to include 2. Click **Next** 4. Review the questions and click **Next** to complete the import. For help formatting the CSV file correctly, visit the [**Formatting Your CSV File for Inspection Template** **Import**](https://help.cleantasker.com/en/knowledge/formatting-your-csv-file-for-inspection-template-import?hsLang=en) article. - [Everyone](https://help.cleantasker.com/en/knowledge/everyone?hsLang=en#main-content) - [Login & Access](https://help.cleantasker.com/en/knowledge/everyone?hsLang=en#login-access) - [Cleaners](https://help.cleantasker.com/en/knowledge/cleaners?hsLang=en#main-content) - [Account setup](https://help.cleantasker.com/en/knowledge/cleaners?hsLang=en#account-setup) - [Using the App](https://help.cleantasker.com/en/knowledge/cleaners?hsLang=en#using-the-app) - [Clients](https://help.cleantasker.com/en/knowledge/clients?hsLang=en#main-content) - [Issue Management](https://help.cleantasker.com/en/knowledge/clients?hsLang=en#issue-management) - [Sites](https://help.cleantasker.com/en/knowledge/clients?hsLang=en#sites) - [Managers](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#main-content) - [Task Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#task-management) - [Reports](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#reports) - [Company settings](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#company-settings) - [Commodity Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#commodity-management) - [Site Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#site-management) - [Client Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#client-management) - [User Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#user-management) - [Managerial Tasks](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#managerial-tasks) - [Inspection Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#inspection-management) - [Admin](https://help.cleantasker.com/en/knowledge/admin?hsLang=en#main-content) - [User Management](https://help.cleantasker.com/en/knowledge/admin?hsLang=en#user-management) - [Application Settings](https://help.cleantasker.com/en/knowledge/admin?hsLang=en#application-settings) - [Site Management](https://help.cleantasker.com/en/knowledge/admin?hsLang=en#site-management) [![](https://help.cleantasker.com/hs-fs/hubfs/cleantasker-logo-blue-resize-1.png?width=252&height=63&name=cleantasker-logo-blue-resize-1.png)](https://help.cleantasker.com/en/knowledge?hsLang=en) Copyright © 2026, CleanTasker