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How to download the Task & Run Sheet Item Template & what do the fields mean and require.

You can download a CSV template to help with your import. Along with tasks, you can also add Task related Runsheet Items directly using the CSV. Note: CSV import features are only available to users with Admin permissions.

How to download your Tasks Import CSV

Dashboard > Events > Open an Event > Task List > View All Tasks > Import from CSV > Download Template

Open the file in a spreadsheet to add all the data > Save As .csv (Comma separated values)

What field does what in the Task Import CSV?

All fields are mandatory unless marked (Optional)

Column Header What it does Format
title Task Title Text
dueDate When is the Task due to be done by

dd/mm/yyyy 24hr clock*

e.g 01/01/2025 18:00

status What status is the Task Choose between PENDING, IN_PROGRESS or COMPLETED. Is not case sensitive
assignedTo Who is to complete the task The users email is required. You can assign multiple people by using the pipe symbol "|" between people. Do NOT leave a space before or after the "|". If field is left blank  the task will be created but left Unassigned
priority How urgent is the task to be completed Choose one of the following LOW, MEDIUM, HIGH. Is not case sensitive
reminderMethod How would you like the User to be notified  EMAIL, IN_APP, BOTH. Is not case sensitive
tagIds You can assign tags to Tasks. This does not include Run Sheet Items Text. The tags must already exist in Circolo. It will reject if they do not exist
You can assign multiple people by using the pipe symbol "|" between tags. Do NOT leave a space before or after the "|". 
notes (Optional) Any information you would like the User to know Text
createRunSheetItem (Optional) Does this task need to be included in the Run Sheet for the event Choose from "true" or "false". If this field is left blank not Run sheet item will be created
runSheetItemStartTime (Optional) What date & time do you want this Run Sheet Item to start

dd/mm/yyyy 24hr clock*

e.g 01/01/2025 18:00

runSheetItemEndTime (Optional) What date & time do you want this Run Sheet Item to finish

dd/mm/yyyy 24hr clock*

e.g 01/01/2025 18:00

* Please notice that there is a space between the Date & the time

The pipe icon "|" usually appears above the Enter button on your keyboard. 

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