Task Import File Format

The task import file enables you to specify the task information that you want to import into a template. The first row contains only the column headings that identify the data in that column, for example, TaskName. Separate rows are used to define each task.

Each task in the file must be given a unique ID in the TaskID column. You use the numeric IDs to uniquely identify predecessors and parent tasks. For example, when you enter a parent task in the Parent column, you enter the numeric ID of the task rather than the task name.

When you use the Replace or Replace All options, you can add, remove, and shift the columns but you cannot remove required columns. When you use the Update option, there are no required columns except TaskID, or TaskTypeID when you are importing Task Types. The data in each column must match the column ID in the first row.

Many column IDs may have an indeterminate amount of values. For example, a task may have many viewers. You can add parameters by modifying the ending number, for example, Viewer4, Viewer5, and so on.

The numbers that you append to the column IDs for Approvers, Questions, or References only represent the relative order with the other approvers, questions, or references. When you update these, the system matches by the name of the approver, question, or reference without regard to the number in the file format column. To replace question text, approvers, or reference names, you must use Replace mode. When you select Update mode, the system only adds a new question, approver, or reference if the file names do not match.

All Text Lookup rows in the file must match values stored in the application. For example, if you are importing Task Types, you must have specified values for them when you set up the application. For groups of column headings, if you have a certain number of one of the group, you must have the same number for other members. For example, if you have QText5, there must be a corresponding QType5.

Column ID Description Type

TaskID

ID of task. Maximum of 80 characters.

Text

TaskName

Name of task

Text

TaskType

Task Type

Text Lookup

Description

Full description of task. Maximum of 1000 characters.

Text

Priority

Task priority (High, Medium, Low)

Text Lookup

StartDate

Start date, in template days (for example, -5, 0, 1, 12)

For schedules, the start date must be a calendar date in the locale format.

Integer

StartTime

Start time in HH:MM (24-hour), for example: 13:00

Integer

EndDate

User tasks only, in template days (for example, -5, 0, 1, 12)

For schedules, the end date must be a calendar date in the locale format.

Integer

EndTime

User tasks only, in HH:MM (24-hour), for example, 13:00

Integer

Duration

Task duration in minutes (automated tasks only)

Number

Owner

Task owner

Text Lookup

Assignee

Task Assignee (user tasks only)

Text Lookup

Active

Whether the task is active. Only applies to template import.

Boolean

StartEarly

Whether the Assignee is allowed to open a pending task prior to the scheduled start time

Boolean

RunAs

RunAs user name. Only applicable for system-automated tasks.

Text Lookup

Instruction

Instruction text. Maximum of 2 GB.

Text

Reference#

Instruction reference (URL and Content Server references)

URL

RefText#

Reference name, for URL references

Text

RefType#

Reference type (URL, Document)

Text Lookup

RefURL#

Reference URL, for URL references

URL

RefDocId#

Reference document ID, for document references

Integer

Approver#

Approver Level

User Name

Viewer#

Task viewer

User Name

QText#

Required for question. Text of question. Maximum of 255 characters.

Text

QType#

Required for question. Data type of question (Text, Member, True/False, and so on)

Text Lookup

QReq#

Required for question. Question required? (Yes or No)

Boolean

QList#

List of values for question, separated by | symbol, for example, Red|Green|Blue|Yellow.

Text Lookup

QCurrSymbol#

Currency format for question X

Text

QDecPlaces#

Number of significant digits after the decimal places for question X

Number

QNegNumFmt#

Negative number format for question X

Text: - or ( )

QScale#

Scale format for question X

Number, in magnitude: 1000 and so on

QThouSep#

Thousand separator indicator for question X

Boolean

Attribute#

Attribute name, for example, Color

Text Lookup

AttrVal#

Attribute value, for example, Red. Maximum of 255 characters.

Text

AttrDisplay

Display to user (in task action dialog box) for attribute

Boolean

Param#

Parameter name

Text Lookup

ParmVal#

Parameter value

Text

Parent

Task ID of the task parent

Task ID

Predecessor#

Predecessor task ID (from column A)

Task ID

PredType#

Required. Predecessor type (for example, Finish to Start).

Text Lookup

PredTemplate#

Name of the predecessor template or schedule, if the predecessor belongs to a different template or schedule

Text

When you import Task Types, these columns are used:

  • TaskTypeID

  • IntegrationType

  • ParamOverride# - whether the parameter can be overridden

A sample task import file is provided. It contains these dynamic parameters, which you can modify:

  • Two questions

  • Two attributes

  • Two instructional references

  • Three predecessor tasks

  • Three approver levels