[Import] Task
Updated Feb 24, 2026
Hello, you can import the Main Activity Field information or Tasks according to the following instructions.
- 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 erxis 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.