12-20-2022 01:53 PM
Has anyone figured out how to upload new tasks using the Exported template. We currently have tasks populated and now I would like to add multiple new tasks. I exported my current tasks but am unable to figure out how to add new tasks and import. I tried by inserting a line item and adding the new task and related items. Attempt #1, I left the "Task ID" blank and uploaded. Upload stated successful but the new task did not come through.
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12-21-2022 05:00 AM
Works for me (version 7.2.2). Make sure you start from the template, not a CSV export:
It's correct to leave the Task ID field blank for new tasks.
Make sure you refresh the page, and/or click away to another group before you get back to the group you expect to contain the new tasks.
12-21-2022 04:38 AM - edited 12-21-2022 04:44 AM
Sorry, I'm a bit confused. Are you talking about the Task Scheduler?
Apologies, I should drink more coffee before opening the forum. I'll look into it.
12-21-2022 05:00 AM
Works for me (version 7.2.2). Make sure you start from the template, not a CSV export:
It's correct to leave the Task ID field blank for new tasks.
Make sure you refresh the page, and/or click away to another group before you get back to the group you expect to contain the new tasks.
12-21-2022 09:52 AM
Thanks Jack that worked! Do you also have any suggestions for dealing with this situation? When I export the current Task Manager tasks, items noted as "Not Required" show up as a code number as below.
12-21-2022 10:12 AM
That's an ID, and if I'm reading your comment correctly "Not Required" is a Group in your environment - so that's probably the ID of the Group.
The only other concept of "Not Required" that I can find is the Approver field - in which case again it's probably an ID pointing to a default "not required" approver.
12-21-2022 01:34 PM
Thank you Jack, very helpful