How do I import tasks?

How do I import tasks?

The tasks can be inserted from individual records or through batch records by importing .csv files.
To load batch assets, select the option Definitions| General | File Import:
  1. The import screen is displayed;
  2. Select the option Import Tasks;
  3. Download the template file to be loaded, on the upper part of the screen and fill in the file;
  4. Later, you must fill in the file according to the rules:
    1. The fields TaskKey, and Description must be defined.
    2. If the column TaskKey is not filled in, the row will be ignored.
    3. The links of the files on the columns Attachment1, Attachment2…Attachment10 must be added. Each record has a limit of 10 attachments, and if that value is updated, the attachments are not added. For example: the task already has 4 attachments, only 6 more attachments will be added, even if the file contains 10.
    4. If the file is reimported, the task attachments will be added. Regardless of already having been added in another import.
    5. The attachments must be stored on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
    6. The task image must be stored on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
 
When filling in the file, you must consider the following fields:
  1. The file must always be of the CSV type and the separator character must be ; (semicolon);
  2. Each file cannot have more than 2000 records or 4 Mb.

You must not remove or add columns to the downloaded template.




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