Wednesday, April 21, 2021

Using a CSV File to Upload Tasks and Subtasks to Multiple Teams

Hello everyone, today we have a real "greatest hits" for you, with this new feature you will be able to upload all the Tasks and Subtasks to every team you want, all in one upload!

If you know how to upload tasks with a CSV file, you pretty much know all there is to it, but either way, you can follow along with the required steps below. First, go to the Field Workers tab and select "Maintain Task/Customer List":


Then, you don't even need to select any teams, just open the dropdown menu and select the option "Load full teams, tasks, subtasks from Comma Delimited File":


Here is the screen you will be taken to, notice the sample file is a bit different than the normal task upload. The most important changes are related to the first three columns, "Team", "Task / Customer" "SubTask":

(Click on the image to enlarge)

The idea is that if you have a Task with multiple SubTasks that you wish to upload to a Team, you could say that each SubTask will need its own row specifying what Task it belongs to, as well as the Team that Task corresponds to.

So, to make it easier to understand, let's check the following example:


Team "Office" has one task called "Office Time" with three SubTasks: "Meeting", "Training" and "Regular Hours". Notice how there are three rows, one per SubTasks, and since all of these belong to the "Office Time" Task, then that's the value we repeat in column B. Finally, they all need to be uploaded for the "Office" team, so that's the value we use in column A, as well. Team "Construction" uses the same principle but it has two Tasks, each with its own set of SubTasks.

Click on "Choose File" and browse for the CSV file, then select to either append or replace the tasks and click the "Upload" button:


You will get a message when the system is validating the file to make sure it's the correct format and that it follows the guidelines in the sample image.

If everything is OK, you will get the following confirmation screen:


Make sure to click on "Save" to proceed with the upload. Then, you will see the following screen when the system is uploading the file:


After that, the tasks will be correctly uploaded. This can be confirmed by going back to the "Maintain Task/Customer List" screen and clicking on the Team names:


(Click on the images to enlarge)

It's that easy! We are very happy to talk about this wonderful time saving feature, let us know in case you have any comments or questions down below.


--Econz Team


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