Tip Tuesday: How-to Bulk Import Tasks

nishant.shah

Streamline your task workflow by importing tasks in bulk with a simple upload of a Task Excel File into the Apptega platform!

1. Click on the Manage tab in the Quick Links sidebar and select the Task dropdown option.
   
   
   
2. Once you're in the Task View page, click the Download link underneath the Import Tasks button. This will download a Task Excel File template to your computer.
   
   
   
3. After downloading, you will be able to view all of the tasks and action items associated with your current framework. You can also assign tasks to users, create due dates and alerts, add notes, set priority and statuses, and more!
   
   
   
4. Once you're done adding to the Excel sheet, simply Save it, click Import Tasks and upload your file.
   
   
   
5. Make sure to review and finalize your upload, and click Import.
   
   
   
6. Once you click import, you will receive two different notifications. The first one lets you know that your task import has been queued and the second will let you know the number of tasks that have successfully been imported.
   
   
   
7. After receiving the second notification, you're all done! Your newly imported tasks will show up in the Task View page.