4. Import Tasks Information
Updated Apr 30, 2025
- Go to the Settings menu
- Go to Import & Export and select Import
- Enter the Task by clicking the Next button
- Click on Download template to download the Excel template and enter your information
- Download as a CSV file
- Enter the Choose a file to upload your cards: task and click Next
- In the Select Property section, match the header column with the erxes header information and give it a Name
- Check and save the CheckDisclaimer
- Check the results to see if the import was successful in the See Records result section