Tasks import Excel


When you have a lot of employees and / or you have a lot of tasks for them to do, it is more convinient to import task lists rather then creating and assigning them manually. Usually in this case tasks are loaded from external systems like 1C or other CRMs.

Besides usage of programming interface(API) for developers there's an easy way of import - from Excel file. Data has to be presented in the form of XLS, XLSX or CSV spreadsheet.

To start importing from a spreadsheet, click Add button and choose "Import from Excel file"



You are going to see the "Tasks import" window where you can download "File example" and also set task parameters.



Task parameters

The following fields are available for import



If some fields are incorrect, for example the address is not found or isn't fully specified the system will offer you to specify this parameters on the next step.

General task settings

In addition to private settings that are individual for each task, you can specify:



Automatic distribution of tasks to employees

If you want that the imported tasks were automatically appointed on employees, use "Auto-assign tasks" function. That way you can specify to which employees (from the list) and in which way the task are going to be assigned.





Addresses of employees and departments are defined in their cards, as shown in the examples below:






If you have more questions please contact our support team