Guides

4. Import Tasks Information

  • 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