Importing and Exporting Tasks

  To import tasks:

  1. In Tax Operations, on the Task List view, click Actions, and then Import.

  2. Click Browse to find the import file.

  3. Select an import option:

    • Replace—Replaces the definition of a task with the definition in the import file. This option replaces the task detail with the detail that is in the file that you are importing. It does not affect other tasks in the schedule that are not specified in the import file.

    • Update—Updates partial information for tasks. For example, in the import file, you might have made changes to task instructions, reassigned Owners, Assignees, and Approvers, or removed some custom attributes and added new attributes. You might also have made the same change to a large number of tasks, for example, adding a new attribute to 100 of 400 tasks. The update option is not a full replacement of the task details. Only details for the task properties specified in the file are updated. For example, if the import file has only a column for a task instructions, the task name, Assignee, custom attributes, and other properties are not affected.

  4. Click Import.


    The system displays a warning that tasks in a schedule that match a task ID in the import file will be modified. If you do not want to overwrite the task, click Cancel.

  To export tasks:

  1. In Tax Operations, on the Task List view, click Actions, and then Export.

  2. Select export options:

    • For Rows Select All Tasks or Selected Tasks

    • For Format: Select Formatted data (visible columns only) or Unformatted data for future import

  3. Click Export.

  4. Select Open with Microsoft Office Excel (default) or select another program to open the file, or Save File.

  5. Click OK.