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Preparing Task & Task Related Run Sheet Item import

Importing tasks can be done via an import file. This article shows you how to prepare the file

In this article, you'll learn how to prepare your file to import tasks and task related run sheet items using a CSV file.

Step 1: Download the provided spreadsheet.
To learn how to download and what the fields require, click > How to download the Import template for Tasks & Task Related Run Sheet Items

Step 2: Open your downloaded CSV file to complete data to be imported.

Step 3: Ensure all mandatory fields are completed correctly

Step 4: If you're assigning the task to someone, they must already be in the event. Use their email address for assignment.

Step 6: To assign the task to multiple people, use a pipe (|) between email addresses.

Step 7: If you're importing multiple tasks for different people, it's easy to do it all at once. However, you can also do it individually.

Step 8: Set the task's priority as high, medium, or low. Decide how the user will be notified about the task, either via email, a notification in Circolo, or both.

Step 9: If you're using tags, they must already exist in the software. You can also add notes to provide an introduction to the task.

Step 10: If you want your task to become a run sheet item, mark it as "true" and provide the start and end date and time. If not, mark it as "false".

Step 12: Once you've filled out everything, click on File Save as, decide where to save the file, name it, and ensure it's saved as a CSV comma delimited file.


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