Tasks
Importing Tasks
To import tasks, first go to your initials in the top right corner and click the dropdown. Select Import/Export Center.
Select Tasks from the Record Type field.
Select Import from the Import or Export field.
Then, follow the directions that display.
Tasks Import Template Instructions
|
DATA FIELD |
REQUIRED? |
MAX CHARACTERS |
INSTRUCTIONS |
|---|---|---|---|
|
Title |
Yes |
200 |
Enter a name for the Task. |
|
Type |
Yes | - |
Enter the task type: Task, Corrective Action, or Preventive Action |
|
Due Date |
No | - |
Enter a due date for the task in format: mm/dd/yyy |
|
Start Date |
No | - | Enter a start date for the task in format: mm/dd/yyy |
|
Closed Date |
No | - | Enter a closed date for the task in format: mm/dd/yyy |
|
Description |
No |
1,000 |
Enter a description of the task. |
|
Assigned To |
No |
- |
Email address of SMS user associated with your account |
|
Person Responsible |
No |
100 |
Enter the name of the person responsible for completing the task. |
|
Priority |
No |
- |
Enter in a priority level: High, Medium, or Low. |
|
Status |
Yes | - |
Enter a task status: To Do In Progress Complete On Hold Canceled or Verified |