Task Template Upload

The contacts template export and upload facility enables a tenancy administrator to edit or add headline tasks to a task template on an existing tenancy, or to upload headline tasks to a task template on a new tenancy. 

The process is as follows:

• Open the task template
• Expand the Export to Excel button 
• Select upload template format, this will download a template, if you already have tasks assigned in the task template it will include these
• The Excel download has a fixed number of columns and headings which are used by the system to upload the tasks. 
• For all existing tasks in the task template, there is a reference key, do not change this value as it is used by the system to match the line item in the Excel file to the task in the system.
• Task names and task details can be edited, please do not change the reference key value. 
• New tasks can be added to the template for these they will have a blank reference key, so the system recognises that they are to be added. A task requires a name and default language e.g. en for English.
• Click on the upload button an select the completed template, the system will list those items that have changes, and new line items with the option to select all or to select specific line items. 
• If you are editing an existing task names please note these may already be assigned to users on a payroll.