PT
ES
Tasks can be created individually in the task list or in batch, by importing CSV files. They can also be deleted in batch.
Import tasks
To import tasks in batch, follow these steps:
Go to Settings | General | File Imports;
In the Import Tasks row, click on the Tasks template;
On the import screen, click on Download file to get the template file;
Fill in the downloaded file, according to the rules below;
In File to Import, click on Select and choose the filled-in file;
Click on Import;
View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.
Fill in the import file
When filling in the file, the following rules apply:
The TaskKey and Description columns are required;
If the TaskKey column is not filled in, the row is ignored;
Attachment links must be entered in the Attachment1 to Attachment10 columns;
Each task can have a maximum of 10 attachments. If the task already has attachments, only those up to the limit are added;
If the import is repeated, the attachments are added again;
Attachment files must be available through a direct link (Dropbox, Google Drive or another storage service);
The file must be of type CSV, with the semicolon (;) as the separator;
The file can have a maximum of 2,000 records or 4 MB.
Delete tasks
To delete tasks in batch, follow these steps:
Go to Settings | General | File Imports;
In the Delete Tasks row, click on the DeleteTasks template;
On the import screen, click on Download file to get the template file;
Fill in the downloaded file, according to the rules below;
In File to Import, click on Select and choose the filled-in file;
Click on Import;
View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.
Fill in the deletion file
When filling in the file, the following rules apply:
The TaskKey field is required;
The file must be of type CSV, with the semicolon (;) as the separator.
Columns must not be added to or removed from the downloaded template files.