Importing and Exporting Tasks

Importing Tasks

To import tasks:

1. On the Home page, click Tasks, and then Tasks.

2. Select a task, click Actions, and then Import Tasks.

3. Click Browse to find the import file.

4. Select an Import Type:

   • 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.

     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.

     You can select the Keep Attachments checkbox to retain attachments to tasks that are being replaced.

   • 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 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, attributes, and other properties are not affected.

   • Delete: Deletes tasks and associated information based on a list of task IDs provided in a file. The required information to perform a delete is a file with a column of task IDs.

5. Select a Date Format.

   Select a format from the drop-down list of allowed date formats. Date formats are not translated. By default, the date format is set to the locale date format of the exported file location.

6. Select a File Delimiter for the import file: Comma or Tab. Choose Other to specify any single character as the Other Delimiter.

7. Click Import.

Exporting Tasks

To export tasks:

1. On the Home page, click Tasks, and then Tasks.

2. Select a task, click Actions, and then select Export Tasks.

3. Select Export options:

   • Select All Tasks or Selected Tasks.

   • For Format, select Formatted data (visible columns only) or Unformatted data for future import.

   Note:

   If you are an Administrator or Power User, you can select the format. If you have User security rights, by default the Format option is Formatted data (visible columns only), and it cannot be changed.

4. Click Export. The file is downloaded in Excel or CSV format depending on the selection: Formatted data (visible columns only) or Unformatted data for future import.

5. Click Close.