Overview 

You can create many tasks at once by importing them from a file instead of adding them individually. After uploading, you map the columns—user or team, location, task type, and content—and set how the start and end times are read from your file, then complete the import. This is the efficient way to load a large batch of tasks, for example a full week of assignments across many locations.

Before You Start 

You need access to the Tasks area and permission to import data. Prepare your file first so it includes the user or team, location, task type, task content, and the date and time information you want to import.

How to Import Tasks

1. In the left navigation menu, select Tasks. 

2. Click the import icon in the top-right corner. 

3. Click Upload and select the file you want to import. 

4. Click Next to continue. 

5. Map the user or team, location, task type, and task content columns.

6. Select the start and end time columns, then click the pencil icon. 

7. Select the Date and Hours checkboxes based on the data in your file. 

8. Click OK to confirm. 

9. Click Next to proceed to the final step. 

10. Click Import Data to complete the task import. 

Tips and Things to Know

• Prepare your file with all the required columns before you start mapping. 

• Use the pencil icon to set how dates and hours are read from your file. 

• Importing is best for large batches, like a week of assignments at once. 

• Confirm the mapping before the final import step. 

Frequently Asked Questions