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.