Importing Tasks

To import tasks

1. Navigate to a job
   
   
2. From the "Add/Import/Export Date" menu select "Import Tasks from a Template"
   
   The Import tasks wizard appears.
   

   
   The available templates are filtered for the current job type.
   
   

3. Select the Template from the drop down
   
   
   
   All tasks from the selected task template display in the "Task View".
   
   
   Due Dates: Are calculated based on the template set up.
   Task Groups: Task Groups default from the Task Template
   Workflow: Dependent (child) tasks are displayed under the parent tasks
   Date of appointment: Change this date if you want to vary the start date for calculating the task due dates.
   
   
4. Select Users
   
   If you want to allocate users you can do so at this stage. You may multi-select tasks and assign a user to multiple tasks.
   
   
5. Click "Import"
   
   The tasks will now be imported.