How to import tasks in bulk?

Tasks can be created individually in the task list, or they can also be imported in bulk.

To import tasks in bulk, follow these steps:

1. Go to Settings | General | File Imports;
2. The list of import templates is displayed;
3. Select the Import Tasks option by clicking Tasks in the Template column;
4. Click Download file;
5. Fill out the downloaded file, considering the following points:
   • It is mandatory to fill out the TaskKey and Description fields;
   • If the TaskKey column is empty, the row will be skipped;
   • Attachments must be listed in the columns Attachment1 through Attachment10;
   • Each task can have up to 10 attachments;
   • If the task already has attachments, only up to the limit will be added;
   • If the file is reimported, the attachments will be added again;
   • The files must be available via a direct link (Dropbox, Google Drive, or another cloud storage service);
6. Import the filled-out file:
   • The file must be in CSV format;
   • The delimiter must be a semicolon (;);
   • The file can contain a maximum of 2,000 records or 4 MB.