Using the PAC plan template

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We can import your entire PAC plan from a CSV file as long as it is in the correct format.

To create a CSV file, add your list of PAC plan tasks to the CSV template we’ve provided.

Download PAC Plan Template (excel format)

Download PAC Plan Template (google sheets)
(when using the Google Sheet, begin by clicking File > Make a copy)

You can use any spreadsheet application that is capable of exporting your file in CSV (comma-separated value) format.

Our template has a sample entry that you should remove. The sample entry schedules an annual birthday update for Betty, the adoptive parent, on Dec 30. And it sets a reminder to be sent 15 days prior on Dec 15.

Description for each column in the template:

Title – Required – This is free text that will quickly describe the task to be completed. “Birthday Update” or “First Steps” might be examples. This field must not contain more than 128 characters.

Description – Optional – This can be free text that describes the task to be completed. “Send photos and video” might be an example. This field must not contain more than 10,000 characters.

Due Date – Optional – Date format is day, month, and year and the time in 12-hour format. (dd/mm/yyyy 00:00).

Status – Optional – This is the status of the task. There are only 5 valid options: not_startedin_progressdeferredwaiting, or completed. Typically, you’ll enter not_started in this column for all tasks in your PAC plan.

Progress – Optional – Enter a number that represents the percentage of completion. So, something that is complete would be 100%, not started would be 0%, halfway complete would be 50%. This column must be between 0 and 100.

Reminder Date – Optional- Date format is day, month, and year and the time in 12-hour format. (dd/mm/yyyy 00:00).

Assignees – Optional – Here you can enter a list of people who are being assigned this task. You can assign a task to someone using either their username or their email address. If you want to assign a task to multiple family members, separate the usernames or email addresses with a semicolon. You can also use the asterisk * to assign all family members.

Permission – Optional – This field gives other family members permission to see & edit this task. This column must be either private or members.

Most importantly:

  • Ensure that file is exported with fields separated by commas (save your file as a CSV).
  • Columns are recognized by their header names, so these must be included and must not be edited.
  • Any unrecognized columns will be ignored.

Creating a series of dates for recurring tasks:

You’ll probably have tasks that you want to happen at the same time every year, like “send a birthday update.”  Both Excel and Google Sheets offer ways to easily copy a series of dates.

Copy a series in Excel

Enter a date for the first time you want this task to be scheduled. Select that field. Right-click on the cross-hair in the bottom right corner of the field. Drag the cross-hair down several rows for the number of years you would like this task to be scheduled. When you unclick, choose copy series dates in the dialog box.

Copy a series in Google Sheets

This works a little differently in Google Sheets. Enter a date for the first time you want this task to be scheduled. In the field below, enter the date and time for the second time you want this task to be scheduled. Select both fields. Click on the cross-hair and drag it to copy the series.