Importing Tasks into Schedules

You can import tasks, or partial task data, from text files into a schedule with a status of Pending or Open. For example, if you have a Microsoft Excel spreadsheet with task definitions, you can save the file as a CSV file, then import it into a schedule. You can also use the Import feature to quickly add many repetitive tasks by editing the fields in a CSV file and importing it, rather than creating individual new tasks.

You cannot import tasks into schedules that have a Closed or Locked status.

If you import information on an End-User task that has started running, it is reset to Open with Assignee status, and the existing answers to questions are cleared.

  To import tasks into a schedule:

  1. From the menu, select Manage, then Schedules.

  2. Click Actions, and then select Import Tasks, or click the Import Tasks icon.

  3. Enter the name of the file to import, or click Browse to find the file.

  4. Select an import option:

    • Replace

    • Replace All

    • Update

    Note:

    The system displays a warning that any existing task in the schedule that matches a task ID in the import file will be modified. If you do not want to overwrite the existing task, click Cancel to cancel the import process.

  5. Click Import.

    • If the import is successful, the “Import Success” dialog box is displayed, indicating the schedule name, the name of the file containing the tasks, and the total number of tasks imported. Click OK.

    • If errors are found, the import process is not run, and the “Import Errors” dialog box displays the errors. View the errors, then click OK to return to Manage Schedules.