To create Task Groups, enter their names as the only value in a row.
To create Tasks, enter all of the data in CSV format. Groups will be created if needed.
Input Column | Notes |
|---|---|
Task Group | REQUIRED Will be created, if its not present |
Activity ID | OPTIONAL Needs to be a valid Activity ID in the database |
Task Text | OPTIONAL Defaults to [BLANK] |
Is Required | OPTIONAL Defaults to OPTIONAL. Accepts [BLANK], REQUIRED, or OPTIONAL |
Is Shared | OPTIONAL Defaults to [BLANK]. Accepts [BLANK] or SHARED |
Errors | Notes |
|---|---|
Group names must be unique. | Group names must be unique. Only pertains to records without an Activity ID. |
Activity ID does not exist. | Activity ID must be in the database |
Activity Type does not have a valid Complete Activity Workflow. | If Activity does not have a valid complete activity workflow |
Activity ID is not unique | If more than one activity shares an Activity ID, the task cannot be created |